iShares Core Dividend GrowthDGROETF
13F holders, Q4 2025 (December 31)1,288holders +105
68new positions
50sold out
4famous investors
$69.43avg. 13F price*
At the end of Q4 2025, 1,288 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 105 from Q3 2025. 68 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($1.3B) and LPL Financial LLC ($1.3B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $136.7M |
| Exits | 50 | $90.6M |
All 13F filers, Q3 2025 → Q4 2025: 16,137,171 shares bought and 6,541,705 shares sold, net +9,595,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,288 holders
| Bank of America Corp. | 0.10% | Add +5.9% | 19,757,259 | $1.4B |
| Morgan Stanley | 0.08% | Add +1.7% | 19,366,070 | $1.3B |
| LPL Financial LLC | 0.36% | Add +3.3% | 18,763,346 | $1.3B |
| Wealthfront Advisers LLC | 2.16% | Add +4.7% | 13,931,233 | $967.1M |
| Raymond James Financial Inc. | 0.23% | Add +2.7% | 10,746,195 | $746.0M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -2.5% | 10,291,507 | $714.4M |
| Jones Financial Companies LLLP | 0.42% | Add +16.1% | 9,989,957 | $693.5M |
| Capital Investment Advisors, LLC | 8.83% | Add +2.6% | 8,339,921 | $579.0M |
| Royal Bank of Canada | 0.10% | Add +24.0% | 8,137,125 | $564.9M |
| Commonwealth Equity Services, LLC | 0.67% | Reduce -3.8% | 7,267,236 | $504.5M |
| Wells Fargo & Company | 0.10% | Add +10.4% | 7,050,627 | $489.5M |
| Ameriprise Financial Inc. | 0.11% | Reduce -4.7% | 6,946,094 | $482.1M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -10.6% | 6,790,175 | $471.4M |
| FMR LLC | 0.02% | Add +10.5% | 5,799,992 | $402.6M |
| HighTower Advisors, LLC | 0.38% | Add +0.8% | 5,001,638 | $347.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -0.5% | 4,982,318 | $345.9M |
| UBS Group AG | 0.06% | Reduce -4.5% | 4,516,217 | $313.5M |
| MML Investors Services, LLC | 0.60% | Reduce -4.6% | 3,570,130 | $247.8M |
| JPMorgan Chase & Co. | 0.02% | Add +0.3% | 3,330,585 | $231.2M |
| Vantagepoint Investment Advisers LLC | 1.78% | Reduce -2.3% | 3,185,104 | $221.1M |
| Cetera Investment Advisers | 0.23% | Add +19.8% | 3,096,053 | $214.9M |
| Truist Financial Corp. | 0.28% | Add +0.2% | 3,031,436 | $210.4M |
| Stifel Financial Corp. | 0.17% | Add +5.0% | 2,678,223 | $185.9M |
| Mariner, LLC | 0.21% | Reduce -1.7% | 2,598,771 | $180.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +3.2% | 2,374,253 | $164.8M |
| Avior Wealth Management, LLC | 4.13% | Add +7.7% | 1,907,665 | $132.4M |
| TD Private Client Wealth LLC | 2.55% | Add +14.7% | 1,722,529 | $119.6M |
| Corient Private Wealth LP | 0.16% | Add +8.1% | 1,657,788 | $115.1M |
| Osaic Holdings, Inc. | 0.17% | Add +1.8% | 1,640,903 | $113.9M |
| First Command Advisory Services, Inc. | 0.73% | Reduce -1.1% | 1,513,906 | $105.1M |
| ProVise Management Group, LLC | 6.74% | Add +2.1% | 1,363,330 | $94.6M |
| Strategies Wealth Advisors, LLC | 9.03% | Add +3.6% | 1,298,467 | $90.1M |
| BlackRock, Inc. | 0.00% | Reduce -37.6% | 1,268,382 | $88.1M |
| Gratus Wealth Advisors, LLC | 12.08% | Add +1.6% | 1,254,894 | $87.1M |
| Ledyard National Bank | 7.31% | Add +8.0% | 1,222,546 | $84.9M |
| SHP Wealth Management | 6.55% | — | 1,213,414 | $84.2M |
| Seven Springs Wealth Group, LLC | 23.04% | Reduce -0.7% | 1,136,083 | $78.9M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +3.1% | 1,062,556 | $73.8M |
| Confluence Wealth Services, Inc. | 3.00% | Add +11.2% | 1,042,635 | $72.4M |
| Sanctuary Advisors, LLC | 0.37% | Add +8.7% | 971,340 | $67.4M |
| American Trust | 5.61% | Add +16.2% | 960,971 | $66.7M |
| Private Advisor Group, LLC | 0.31% | Reduce -9.5% | 946,077 | $65.7M |
| Baird Financial Group, Inc. | 0.10% | Add +0.5% | 915,635 | $63.6M |
| NewEdge Advisors, LLC | 0.22% | Add +10.6% | 885,833 | $61.5M |
| Beacon Pointe Advisors, LLC | 0.41% | Reduce -7.0% | 847,724 | $58.8M |
| First Business Financial Services, Inc. | 5.24% | Reduce -0.2% | 822,044 | $57.1M |
| Horizon Investments, LLC | 0.70% | Reduce -8.6% | 800,194 | $55.5M |
| Stonebridge Financial Group, LLC | 4.67% | Add +1.3% | 788,179 | $54.7M |
| Comerica Bank | 0.20% | Add +1.7% | 733,342 | $50.9M |
| Sigma Planning Corp | 1.40% | Reduce -3.0% | 731,146 | $50.8M |
| Waverly Advisors, LLC | 0.40% | Add +36.0% | 715,165 | $49.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.0% | 706,406 | $49.0M |
| Auto-Owners Insurance Co | 1.00% | Add +34.0% | 689,500 | $47.9M |
| Kestra Advisory Services, LLC | 0.20% | Add +73.7% | 685,366 | $47.6M |
| Conservest Capital Advisors, Inc. | 4.27% | Add +0.8% | 682,468 | $47.4M |
| Captrust Financial Advisors | 0.09% | Add +1.8% | 679,406 | $47.2M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +1.5% | 667,857 | $46.4M |
| Focus Partners Wealth | 0.05% | Add +5.2% | 675,156 | $46.3M |
| Madison Wealth Partners, Inc | 8.20% | Add +2.4% | 647,554 | $45.0M |
| Ritter Daniher Financial Advisory LLC / DE | 7.34% | Add +0.2% | 629,975 | $43.7M |
| FFT Wealth Management LLC | 8.03% | Reduce -10.5% | 607,050 | $42.1M |
| Oppenheimer & Co. Inc. | 0.59% | Add +1.8% | 601,612 | $41.8M |
| FORM Wealth Advisors, LLC | 4.80% | — | 591,147 | $41.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.3% | 580,068 | $41.0M |
| Vaughan David Investments LLC | 0.86% | Add +1.9% | 568,940 | $39.5M |
| Wolff Financial Management LLC | 8.58% | Add +2.3% | 549,843 | $38.2M |
| Correct Capital Wealth Management | 7.17% | Add +5.4% | 548,369 | $38.1M |
| J.W. Cole Advisors, Inc. | 0.92% | Add +2.2% | 719,151 | $37.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +2.6% | 542,997 | $37.7M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Add +10.2% | 541,766 | $37.6M |
| XML Financial, LLC | 2.88% | Reduce -0.1% | 507,686 | $35.2M |
| Dagco, Inc. | 8.13% | Reduce -0.6% | 507,307 | $35.2M |
| Scott Capital Advisors, LLC | 7.80% | Add +10.4% | 506,922 | $35.2M |
| Litman Gregory Wealth Management LLC | 2.56% | Add +1.3% | 503,026 | $34.9M |
| JGP Wealth Management, LLC | 3.63% | Add +2.9% | 502,029 | $34.9M |
| Earned Wealth Advisors, LLC | 2.46% | New | 500,676 | $34.8M |
| Equitable Holdings, Inc. | 0.24% | Add +8.1% | 499,151 | $34.7M |
| Fifth Third Securities, Inc. | 2.26% | Add +3.9% | 497,681 | $34.5M |
| Natixis Advisors, LLC | 0.05% | Add +24.2% | 467,757 | $32.5M |
| Stratos Wealth Partners, LTD. | 0.37% | Reduce -1.6% | 462,983 | $32.1M |
| Hughes Financial Services, LLC | 4.87% | Reduce -26.9% | 446,371 | $31.0M |
| D'Orazio & Associates, Inc. | 3.92% | Reduce -2.3% | 441,376 | $30.6M |
| Altus Wealth Management, LLC | 13.17% | Add +1.2% | 439,942 | $30.5M |
| Silver Coast Investments LLC | 10.37% | Add +0.9% | 433,219 | $30.1M |
| Legacy Financial Strategies, LLC | 5.24% | Reduce -28.3% | 426,284 | $29.6M |
| Provident Wealth Management, LLC | 8.70% | Add +1.7% | 423,285 | $29.4M |
| Capital Analysts, LLC | 0.80% | Add +2.9% | 414,179 | $28.8M |
| Compass Ion Advisors, LLC | 2.73% | Add +0.8% | 412,404 | $28.6M |
| Sweeney & Michel, LLC | 8.16% | Add +2.5% | 373,540 | $27.6M |
| &partners | 0.14% | Add +4.9% | 391,203 | $27.2M |
| Alliance Wealth Advisors, LLC | 12.85% | Add +4.5% | 386,930 | $26.9M |
| Creative Planning | 0.02% | Reduce -2.6% | 385,137 | $26.7M |
| Meridian Financial Partners LLC | 10.46% | Reduce -1.3% | 371,170 | $26.4M |
| Consilio Wealth Advisors, LLC | 7.46% | Add +1.4% | 367,242 | $25.5M |
| Adirondack Capital Advisors, LLC | 17.06% | — | 365,470 | $25.4M |
| Presidio Capital Management, LLC | 7.42% | New | 355,465 | $24.7M |
| Regent Peak Wealth Advisors LLC | 4.86% | Reduce -0.1% | 355,124 | $24.7M |
| Summit Investment Advisory Services, LLC | 9.15% | Reduce -1.5% | 349,101 | $24.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.88% | Add +0.6% | 340,396 | $23.6M |
| FourThought Financial Partners, LLC | 1.97% | Add +104.8% | 335,351 | $23.3M |
| Regions Financial Corp. | 0.15% | Add +0.7% | 326,478 | $22.7M |
| Global Retirement Partners, LLC | 0.40% | Add +39.0% | 325,729 | $22.6M |
| Vicus Capital | 1.66% | Add +1.7% | 318,290 | $22.1M |
| Choreo, LLC | 0.28% | Reduce -0.4% | 315,202 | $22.0M |
| Allegheny Financial Group | 3.25% | Add +1.8% | 316,428 | $22.0M |
| United Capital Financial Advisors, LLC | 0.13% | Add +267.3% | 315,824 | $21.9M |
| MAI Capital Management | 0.12% | Add +8.8% | 310,913 | $21.6M |
| Robertson Stephens Wealth Management, LLC | 0.60% | Reduce -1.1% | 306,679 | $21.3M |
| Capital Advisors, Ltd. LLC | 2.39% | Add +0.6% | 305,399 | $21.2M |
| Smith Chas P & Associates Pa Cpas | 1.11% | Add +84.0% | 304,569 | $21.1M |
| DAVENPORT & Co LLC | 0.11% | Add +1.9% | 302,641 | $21.0M |
| Morton Community Bank | 4.50% | Add +4.1% | 289,780 | $20.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +27.9% | 290,311 | $20.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.14% | Add +18.4% | 289,800 | $20.1M |
| HB Wealth Management, LLC | 0.13% | Reduce -1.6% | 286,730 | $19.9M |
| Colonial Trust Advisors | 1.48% | Add +1.3% | 283,021 | $19.6M |
| Kingsview Wealth Management, LLC | 0.28% | Add +70.1% | 282,203 | $19.6M |
| Prospera Financial Services Inc | 0.32% | Add +3.6% | 280,082 | $19.4M |
| Atria Investments, Inc | 0.22% | Add +25.4% | 276,573 | $19.2M |
| Rooted Wealth Advisors, Inc. | 5.40% | Reduce -2.7% | 262,625 | $19.2M |
| EverSource Wealth Advisors, LLC | 0.70% | Add +7.2% | 272,573 | $18.9M |
| Powers Advisory Group, LLC | 7.07% | Add +4.2% | 270,252 | $18.8M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -7.8% | 266,331 | $18.5M |
| Objectivity Squared, LLC | 10.33% | Add +1.6% | 266,126 | $18.5M |
| Mercer Global Advisors Inc. | 0.03% | Add +20.9% | 264,098 | $18.3M |
| Buck Wealth Strategies, LLC | 2.31% | Add +76.4% | 262,698 | $18.2M |
| 46 Peaks LLC | 13.36% | — | 262,332 | $18.2M |
| W1M Asset Management Ltd | 0.19% | New | 260,961 | $18.1M |
| WealthPlan Investment Management, LLC | 1.13% | Reduce -10.4% | 255,592 | $17.7M |
| Arkadios Wealth Advisors | 0.35% | Add +76.1% | 252,955 | $17.6M |
| Eagle Strategies LLC | 2.22% | Add +3.5% | 250,743 | $17.4M |
| Cypress Financial Planning LLC | 4.80% | Add +25.3% | 245,493 | $17.2M |
| Capital Planning LLC | 4.67% | Reduce -0.5% | 238,974 | $16.7M |
| Mutual Advisors, LLC | 0.35% | Reduce -0.5% | 237,661 | $16.5M |
| IFS Advisors, LLC | 8.55% | Add +15.1% | 237,189 | $16.5M |
| Tandem Wealth Advisors LLC | 7.34% | Reduce -4.5% | 225,361 | $16.4M |
| Verus Capital Partners, LLC | 1.08% | Add +9.4% | 232,536 | $16.1M |
| Jackson Wealth Management, LLC | 1.57% | Add +2.6% | 232,238 | $16.1M |
| Accel Wealth Management | 4.37% | Add +3.3% | 230,125 | $16.0M |
| WealthPLAN Partners, LLC | 2.39% | Reduce -1.0% | 230,102 | $16.0M |
| PFS Partners, LLC | 7.23% | Reduce -0.8% | 226,932 | $15.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +6.2% | 224,800 | $15.6M |
| Well Done, LLC | 2.33% | Reduce -4.3% | 224,760 | $15.6M |
| TBH Global Asset Management, LLC | 2.58% | Add +1.6% | 222,769 | $15.5M |
| Gotham Asset Management | 0.06% | Add +4.0% | 221,999 | $15.4M |
| Atwater Malick LLC | 4.22% | Add +24.4% | 220,509 | $15.3M |
| PSI Advisors, LLC | 3.82% | Add +0.4% | 219,296 | $15.2M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +34.1% | 214,989 | $14.9M |
| SVRN Asset Management, LLC | 12.25% | — | 214,285 | $14.9M |
| truNorth Financial Services, Inc. | 15.87% | — | 210,860 | $14.6M |
| Dynamic Advisor Solutions LLC | 0.45% | Add +1.8% | 203,514 | $14.1M |
| Barometer Capital Management Inc. | 3.33% | Add +2076.9% | 78,367 | $13.8M |
| Beaumont Financial Advisors, LLC | 0.91% | Add +1.1% | 199,048 | $13.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.84% | Add +7.6% | 196,977 | $13.7M |
| KOM Wealth Management Group, LLC | 9.64% | Add +2.4% | 196,277 | $13.6M |
| Princeton Global Asset Management LLC | 2.19% | Add +15.5% | 194,397 | $13.5M |
| FC Advisory LLC | 3.86% | Add +1.4% | 193,641 | $13.4M |
| LifeGoal Investments, LLC | 9.01% | Add +17.3% | 193,627 | $13.4M |
| SouthState Bank Corp | 0.60% | Add +12.5% | 191,846 | $13.3M |
| Argent Advisors, Inc. | 3.68% | Add +11.0% | 190,026 | $13.2M |
| Philip James Wealth Mangement, LLC | 1.56% | Reduce -0.0% | 189,191 | $13.1M |
| Meridian Wealth Management, LLC | 0.46% | Reduce -0.0% | 188,793 | $13.1M |
| WealthShield Partners, LLC | 1.43% | Reduce -0.1% | 186,447 | $12.9M |
| Stratos Investment Management, LLC | 0.52% | Add +2.5% | 186,447 | $12.9M |
| HM Payson & Co. | 0.18% | Add +1940.3% | 186,220 | $12.9M |
| KPP Advisory Services LLC | 1.82% | Reduce -13.2% | 180,569 | $12.5M |
| Journey Advisory Group, LLC | 1.05% | Reduce -0.9% | 180,032 | $12.5M |
| Capital Investment Advisory Services, LLC | 0.87% | Reduce -3.3% | 176,164 | $12.2M |
| Allworth Financial LP | 0.05% | Reduce -3.3% | 173,590 | $12.1M |
| Ridgecrest Wealth Partners, LLC | 6.49% | Reduce -26.9% | 172,404 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +2.6% | 172,180 | $12.0M |
| Rothschild Wealth LLC | 1.13% | New | 169,712 | $11.8M |
| Legacy Financial Advisors, Inc. | 1.63% | Reduce -3.4% | 169,423 | $11.8M |
| Cerity Partners LLC | 0.02% | Add +124.5% | 169,091 | $11.7M |
| Gladstone Institutional Advisory LLC | 0.44% | Add +5.3% | 169,083 | $11.7M |
| Cornerstone Wealth Management, LLC | 0.60% | Add +0.2% | 165,080 | $11.5M |
| Atlas Private Wealth Advisors | 2.67% | Add +7.1% | 164,858 | $11.4M |
| Summit Financial, LLC | 0.17% | Add +6.9% | 164,699 | $11.4M |
| Colonial Trust Co / SC | 1.51% | Add +0.9% | 163,412 | $11.3M |
| TriaGen Wealth Management LLC | 2.91% | Add +4.8% | 162,294 | $11.3M |
| Sterling Manor Financial, LLC | 7.01% | Reduce -0.9% | 161,939 | $11.2M |
| Premier Path Wealth Partners, LLC | 1.45% | Reduce -6.6% | 161,500 | $11.2M |
| Baker Avenue Asset Management, LP | 0.26% | Add +6.2% | 160,924 | $11.2M |
| Targeted Financial Services LLC | 9.61% | — | 160,738 | $11.2M |
| Fairway Financial, LLC | 8.34% | Add +2.5% | 159,209 | $11.1M |
| Stephens Inc. | 0.13% | Add +9.6% | 156,157 | $10.8M |
| Modus Advisors, LLC | 2.85% | Reduce -11.6% | 155,505 | $10.8M |
| Knightsbridge Asset Management, LLC | 1.74% | Reduce -3.0% | 154,736 | $10.7M |
| COFG Advisors, LLC | 2.63% | — | 153,663 | $10.7M |
| Beacon Advisors Holdings, LLC | 5.59% | — | 153,028 | $10.6M |
| Savant Capital, LLC | 0.06% | Reduce -0.5% | 152,383 | $10.6M |
| Essex Financial Services, Inc. | 0.60% | Reduce -1.5% | 151,323 | $10.5M |
| Thoroughbred Financial Services, LLC | 0.61% | Reduce -0.7% | 149,143 | $10.4M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -2.8% | 147,586 | $10.2M |
| Assetmark, Inc. | 0.02% | Add +0.3% | 147,088 | $10.2M |
| Sound View Wealth Advisors Group, LLC | 0.68% | Reduce -2.4% | 146,511 | $10.2M |
| Strategic Wealth Partners, Ltd. | 0.69% | Reduce -16.6% | 145,363 | $10.1M |
| Talisman Wealth Advisors LLC | 7.83% | Add +24.1% | 149,637 | $10.1M |
| SOA Wealth Advisors, LLC. | 1.66% | Reduce -1.7% | 144,711 | $10.0M |
| Aptus Capital Advisors, LLC | 0.09% | Add +11.2% | 144,396 | $10.0M |
| Clarkston Capital Partners, LLC | 0.23% | New | 144,369 | $10.0M |
| Shepherd Financial Partners LLC | 0.93% | Reduce -8.5% | 143,950 | $10.0M |
| Advisory Services Network, LLC | 0.14% | Add +6.3% | 143,920 | $10.0M |
| Forte Asset Management LLC | 4.50% | Reduce -0.7% | 142,826 | $9.9M |
| Capital Investment Counsel, LLC | 1.38% | Reduce -3.0% | 142,790 | $9.9M |
| Prota Financial, LLC | 7.11% | — | 142,250 | $9.9M |
| Forbes Financial Planning, Inc. | 5.77% | Add +83.3% | 142,036 | $9.9M |
| Citigroup Inc. | 0.01% | Add +6.8% | 141,489 | $9.8M |
| Gallagher Fiduciary Advisors, LLC | 0.32% | Add +0.2% | 141,488 | $9.8M |
| Sfam, LLC | 8.97% | — | 141,356 | $9.8M |
| Prosperity Consulting Group, LLC | 0.44% | Add +1.1% | 140,611 | $9.8M |
| Eq LLC | 2.81% | Add +124.0% | 140,436 | $9.7M |
| Valmark Advisers, Inc. | 0.12% | Add +6.9% | 139,129 | $9.7M |
| BBR Partners, LLC | 0.52% | Add +0.4% | 138,391 | $9.6M |
| D.A. Davidson & Co. | 0.06% | Add +9.7% | 137,795 | $9.6M |
| Twelve Points Wealth Management LLC | 2.15% | Add +29.4% | 134,496 | $9.5M |
| Strategic Blueprint, LLC | 0.56% | Reduce -1.9% | 137,414 | $9.5M |
| Ieq Capital, LLC | 0.03% | Reduce -13.6% | 135,958 | $9.4M |
| Davidson Investment Advisors | 0.39% | Add +1.6% | 135,539 | $9.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +181.8% | 133,788 | $9.3M |
| Custos Family Office, LLC | 6.34% | Reduce -15.9% | 133,776 | $9.3M |
| Sagespring Wealth Partners, LLC | 0.17% | Add +0.4% | 131,418 | $9.1M |
| Mgo One Seven LLC | 0.18% | Add +15.7% | 130,095 | $9.0M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -0.7% | 129,312 | $9.0M |
| Royal Fund Management, LLC | 0.81% | Add +36.5% | 127,649 | $8.9M |
| Bernard Wealth Management Corp. | 3.58% | Add +1.7% | 127,275 | $8.8M |
| HF Advisory Group, LLC | 3.07% | Add +4.1% | 126,655 | $8.8M |
| Lineweaver Wealth Advisors, LLC | 1.19% | Add +13.1% | 125,870 | $8.7M |
| Flagstar Securities, Inc. | 2.91% | Reduce -21.2% | 125,087 | $8.7M |
| Aprio Wealth Management, LLC | 0.50% | Add +0.7% | 124,330 | $8.6M |
| Meridian Financial Advisors, LLC | 4.66% | Add +2.0% | 123,169 | $8.6M |
| Crews Bank & Trust | 1.22% | Reduce -1.3% | 122,983 | $8.5M |
| Foundations Investment Advisors, LLC | 0.11% | Reduce -4.8% | 122,680 | $8.5M |
| Stonebridge Financial Planning Group, LLC | 3.06% | Add +5.1% | 122,250 | $8.5M |
| Yarger Wealth Strategies, LLC | 3.63% | Add +1.1% | 121,809 | $8.5M |
| Sunbelt Securities, Inc. | 0.56% | Add +7.1% | 121,677 | $8.4M |
| HighPoint Advisor Group LLC | 0.18% | New | 118,231 | $8.2M |
| Avidian Wealth Enterprises, LLC | 0.30% | Add +1.3% | 118,131 | $8.2M |
| Crumly & Associates Inc. | 1.72% | Reduce -0.2% | 117,981 | $8.2M |
| Cresset Asset Management, LLC | 0.03% | Add +1.6% | 117,890 | $8.2M |
| Cwm, LLC | 0.02% | Add +21.6% | 117,514 | $8.2M |
| Arkos Global Advisors | 1.04% | Reduce -0.5% | 116,943 | $8.1M |
| Coastal Bridge Advisors, LLC | 0.60% | Add +0.2% | 116,337 | $8.1M |
| CVA Family Office, LLC | 0.93% | Add +91.3% | 116,205 | $8.1M |
| Hoese & Co LLP | 5.65% | Add +9.1% | 114,112 | $7.9M |
| Wealth Group Ltd | 1.77% | Reduce -31.4% | 114,014 | $7.9M |
| Physician Wealth Advisors, Inc. | 1.10% | Reduce -2.4% | 113,971 | $7.9M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Reduce -1.6% | 113,930 | $7.9M |
| Johnson & White Wealth Management, LLC | 3.41% | Add +2.0% | 112,875 | $7.8M |
| Asset Dedication, LLC | 0.51% | Reduce -4.3% | 112,613 | $7.8M |
| Park Avenue Securities LLC | 0.07% | Reduce -35.6% | 112,406 | $7.8M |
| Flagship Wealth Advisors, LLC | 2.27% | Add +3.8% | 112,403 | $7.8M |
| Matisse Capital | 3.49% | Reduce -0.1% | 112,343 | $7.8M |
| Integrated Investment Consultants, LLC | 1.52% | Add +2.3% | 111,559 | $7.7M |
| Tempo Wealth, LLC | 1.37% | — | 110,949 | $7.7M |
| ADG Wealth Management Group, LLC | 5.82% | Add +2.2% | 110,603 | $7.7M |
| AlphaCore Capital LLC | 0.17% | Add +23.2% | 110,153 | $7.6M |
| Alhambra Investment Management LLC | 3.55% | Reduce -1.2% | 109,792 | $7.6M |
| Wright Wealth LLC | 4.95% | — | 109,463 | $7.6M |
| Storen Legacy Partners, LLC | 2.38% | — | 109,365 | $7.6M |
| Autumn Glory Partners, LLC | 2.66% | Add +0.0% | 109,137 | $7.6M |
| Northern Trust Corp. | 0.00% | Reduce -11.1% | 108,760 | $7.6M |
| Houlihan Financial Resource Group, Ltd. | 2.92% | Add +111.6% | 106,989 | $7.5M |
| Integrated Advisors Network LLC | 0.33% | Reduce -28.5% | 107,911 | $7.5M |
| LGL Partners, LLC | 3.15% | Add +1.6% | 106,226 | $7.4M |
| Hubbell Strickland Wealth Management, LLC | 2.94% | Add +1.4% | 105,370 | $7.3M |
| Quad-Cities Investment Group, LLC | 3.02% | Reduce -1.6% | 105,351 | $7.3M |
| Concord Wealth Partners | 0.95% | Reduce -1.9% | 105,327 | $7.3M |
| Fiduciary Alliance LLC | 0.48% | Reduce -0.4% | 105,069 | $7.3M |
| Sheets Smith Wealth Management | 0.79% | Add +15.1% | 103,131 | $7.2M |
| Professional Financial Advisors, LLC | 1.46% | Add +0.5% | 102,674 | $7.1M |
| Churchill Financial Advisors, LLC | 2.17% | — | 102,443 | $7.1M |
| Karpus Management, Inc. | 0.22% | Add +5.6% | 102,418 | $7.1M |
| Pearl Planning LLC | 4.32% | — | 101,644 | $7.1M |
| Connecticut Wealth Management, LLC | 0.31% | Reduce -0.0% | 101,100 | $7.0M |
| Merit Financial Group, LLC | 0.06% | Reduce -15.3% | 100,121 | $7.0M |
| Parsons Capital Management Inc. | 0.38% | Add +0.5% | 99,445 | $6.9M |
| Stratos Wealth Advisors, LLC | 0.33% | Add +0.5% | 99,187 | $6.9M |
| Csenge Advisory Group | 0.31% | Reduce -2.3% | 97,773 | $6.8M |
| AtlasMark Financial, Inc | 4.36% | Reduce -2.0% | 97,213 | $6.7M |
| Keenan, LLC | 5.88% | — | 96,349 | $6.7M |
| US Bancorp \de | 0.01% | Add +1.2% | 95,575 | $6.6M |
| EP Wealth Advisors, LLC | 0.03% | — | 95,122 | $6.6M |
| Geneos Wealth Management Inc. | 0.16% | Add +2.1% | 93,531 | $6.5M |
| Smith, Moore & Co. | 0.49% | Add +1.2% | 92,710 | $6.4M |
| Flagship Capital Management Inc. | 4.54% | — | 92,492 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +16.9% | 91,525 | $6.4M |
| Tme Financial, Inc. | 4.41% | Add +6.8% | 90,490 | $6.3M |
| Leigh Baldwin & Co., LLC | 4.09% | Add +5.1% | 89,595 | $6.2M |
| Blair William & Co. | 0.02% | Add +8.3% | 89,582 | $6.2M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +23.1% | 88,074 | $6.1M |
| Cornell Pochily Investment Advisors, Inc. | 1.77% | Add +2.9% | 87,734 | $6.1M |
| Visionary Wealth Advisors | 0.27% | Add +0.5% | 85,395 | $5.9M |
| Towercrest Capital Management | 0.93% | Add +1.5% | 84,664 | $5.9M |
| Larson Financial Group LLC | 0.20% | Reduce -3.4% | 84,467 | $5.9M |
| Nest Investments, LLC | 4.87% | — | 83,893 | $5.8M |
| Mill Creek Capital Advisors, LLC | 0.12% | Reduce -7.3% | 82,926 | $5.8M |
| Level Four Advisory Services, LLC | 0.19% | Add +5.3% | 82,778 | $5.7M |
| Marino, Stram & Associates LLC | 1.03% | Add +2.3% | 82,295 | $5.7M |
| World Investment Advisors | 0.09% | Add +16.1% | 82,086 | $5.7M |
| Principal Securities, Inc. | 0.09% | Reduce -9.2% | 81,762 | $5.7M |
| Cascade Financial Partners, LLC | 0.58% | Reduce -5.5% | 81,751 | $5.7M |
| Cadia Private Client LLC | 4.49% | — | 81,493 | $5.7M |
| Harbour Investments, Inc. | 0.11% | Reduce -8.0% | 81,123 | $5.6M |
| Concord Asset Management, LLC | 0.97% | Reduce -2.2% | 81,085 | $5.6M |
| Pacific Financial Group Inc. | 3.13% | Add +12.4% | 81,073 | $5.6M |
| JPL Wealth Management, LLC | 1.36% | Reduce -1.8% | 80,226 | $5.6M |
| GAMMA Investing LLC | 0.28% | Add +5.3% | 79,951 | $5.6M |
| NewEdge Wealth, LLC | 0.06% | Add +0.0% | 79,813 | $5.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -15.2% | 79,766 | $5.5M |
| Vista Cima Wealth Management LLC | 4.60% | Add +4.2% | 79,444 | $5.5M |
| First Foundation Advisors | 0.21% | Add +22.0% | 79,124 | $5.5M |
| Harbor Investment Advisory, LLC | 0.41% | Add +13.8% | 79,094 | $5.5M |
| Composition Wealth, LLC | 0.08% | Add +2.4% | 76,753 | $5.3M |
| Glen Eagle Advisors, LLC | 0.72% | Reduce -3.4% | 76,370 | $5.3M |
| Arete Wealth Advisors, LLC | 0.37% | Add +4.6% | 76,265 | $5.3M |
| Red Tortoise LLC | 2.25% | Add +0.6% | 75,470 | $5.2M |
| Stillwater Wealth Management Group | 3.50% | Add +4.9% | 74,391 | $5.2M |
| Founders Financial Securities LLC | 0.30% | Add +14.3% | 73,635 | $5.1M |
| IHT Wealth Management, LLC | 0.12% | Add +5.6% | 72,428 | $5.0M |
| Accretive Wealth Partners, LLC | 1.49% | Add +9.9% | 72,137 | $5.0M |
| Integrity Alliance, Llc. | 0.18% | Add +11.3% | 71,972 | $5.0M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -3.1% | 71,915 | $5.0M |
| DDFG, Inc | 1.07% | Add +3.0% | 70,271 | $4.9M |
| Smith Thornton Advisors LLC | 2.47% | Add +0.8% | 70,051 | $4.9M |
| Benjamin Edwards Inc. | 0.05% | Add +28.8% | 69,901 | $4.9M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.9% | 69,880 | $4.9M |
| Financial Perspectives, Inc | 1.30% | Add +5.6% | 69,403 | $4.8M |
| Samalin Investment Counsel, LLC | 1.71% | Add +5.0% | 68,922 | $4.8M |
| Carlson Financial, Inc. | 2.74% | — | 68,173 | $4.7M |
| Vantage Financial Partners, LLC | 0.95% | Add +5.2% | 67,745 | $4.7M |
| Tranquility Partners, LLC | 1.68% | Reduce -1.4% | 67,312 | $4.7M |
| Endowment Wealth Management, Inc. | 2.11% | Add +50.6% | 66,188 | $4.6M |
| Guardian Wealth Advisors, LLC / NC | 0.29% | Add +4.0% | 65,569 | $4.6M |
| Compass Capital Corp. /Ma/ | 1.71% | New | 59,955 | $4.4M |
| Chicago Partners Investment Group LLC | 0.11% | Add +16.6% | 61,871 | $4.4M |
| Lynch Investment Planning, LLC | 4.19% | — | 62,953 | $4.4M |
| Goldstone Financial Group, LLC | 0.49% | Add +5.0% | 62,839 | $4.4M |
| Family Legacy, Inc. | 1.30% | Add +1.3% | 62,787 | $4.4M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -1.9% | 60,757 | $4.3M |
| AssuredPartners Investment Advisors, LLC | 0.64% | Add +492.8% | 62,179 | $4.3M |
| Calton & Associates, Inc. | 0.63% | Add +0.0% | 62,144 | $4.3M |
| Titleist Asset Management, LLC | 0.35% | Add +215.3% | 61,684 | $4.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +754.6% | 60,360 | $4.2M |
| Innovative Wealth Building LLC | 3.03% | Add +2.3% | 59,914 | $4.2M |
| Verdence Capital Advisors LLC | 0.25% | Add +3.5% | 59,883 | $4.2M |
| IFP Advisors, Inc | 0.09% | Reduce -1.0% | 59,880 | $4.2M |
| Beacon Financial Advisory LLC | 0.96% | Add +3.0% | 59,522 | $4.1M |
| Milestone Asset Management Group, LLC | 2.31% | Add +12.4% | 59,027 | $4.1M |
| CENTRAL TRUST Co | 0.08% | Add +0.3% | 58,848 | $4.1M |
| Thrive Capital Management, LLC | 0.91% | Reduce -12.8% | 58,750 | $4.1M |
| Beacon Bridge Wealth Partners, LLC | 1.35% | Reduce -10.1% | 58,361 | $4.1M |
| Measured Wealth Private Client Group, LLC | 1.06% | No change | 57,981 | $4.0M |
| Western Wealth Management, LLC | 0.18% | Add +21.6% | 57,065 | $4.0M |
| SevenBridge Financial Group, LLC | 0.63% | Add +12.5% | 54,747 | $3.9M |
| Echo Wealth Management, LLC | 2.28% | Add +30.3% | 56,281 | $3.9M |
| Capital International Investors | 0.00% | Add +37.0% | 56,112 | $3.9M |
| RVW Wealth, LLC | 0.29% | Reduce -8.8% | 55,581 | $3.9M |
| Pioneer Family Office, LLC | 2.60% | — | 55,347 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 55,032 | $3.8M |
| RFG Advisory, LLC | 0.07% | Add +4.8% | 54,707 | $3.8M |
| Intellus Advisors LLC | 0.50% | Add +2.6% | 54,273 | $3.8M |
| Carr Financial Group Corp | 1.00% | Add +64.5% | 54,268 | $3.8M |
| Creative Financial Designs Inc. | 0.24% | Add +2.2% | 53,847 | $3.7M |
| Howe & Rusling Inc. | 0.25% | Reduce -0.6% | 53,483 | $3.7M |
| Focused Alpha, LLC | 1.09% | — | 53,274 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +331.7% | 53,109 | $3.7M |
| Brown Advisory Inc. | 0.01% | Add +2.1% | 52,826 | $3.7M |
| Ring Mountain Capital, LLC | 1.88% | Reduce -1.4% | 51,215 | $3.7M |
| Directional Asset Management | 3.18% | — | 52,291 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Add +20.6% | 52,084 | $3.6M |
| Riverbend Wealth Management, LLC | 2.27% | Add +1.9% | 51,820 | $3.6M |
| Lantern Wealth Advisors, LLC | 1.91% | Reduce -3.6% | 51,803 | $3.6M |
| Guidance Point Advisors, LLC | 0.85% | Reduce -2.6% | 51,339 | $3.6M |
| Indivisible Partners | 0.39% | — | 51,343 | $3.6M |
| Bank of Montreal | 0.00% | Add +1.5% | 51,123 | $3.5M |
| Vise Technologies, Inc. | 0.07% | Add +126.5% | 50,636 | $3.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.20% | Add +761.8% | 50,598 | $3.5M |
| Vision Retirement, LLC | 0.94% | — | 50,370 | $3.5M |
| JB Capital LLC | 0.14% | Add +8.7% | 50,044 | $3.5M |
| Perryman Financial Advisory Inc. | 0.50% | — | 49,394 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Reduce -16.7% | 49,268 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Add +7.7% | 49,149 | $3.4M |
| Fermata Advisors, LLC | 0.82% | Reduce -3.7% | 49,120 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -2.4% | 49,119 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -54.0% | 49,000 | $3.4M |
| Norway Savings Bank | 1.57% | Add +2.7% | 48,961 | $3.4M |
| NorthRock Partners, LLC | 0.06% | Reduce -28.6% | 48,678 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +24.1% | 48,572 | $3.4M |
| Keystone Financial Group | 0.25% | Reduce -4.4% | 48,546 | $3.4M |
| AE Wealth Management LLC | 0.02% | Add +48.8% | 48,144 | $3.3M |
| Snowden Capital Advisors LLC | 0.08% | Add +6.0% | 46,995 | $3.3M |
| Strategic Financial Concepts, LLC | 2.97% | Add +133.4% | 46,763 | $3.2M |
| MBE Wealth Management, LLC | 1.36% | Add +0.8% | 46,733 | $3.2M |
| Weaver Consulting Group | 0.79% | Reduce -1.5% | 46,688 | $3.2M |
| WBH Advisory Inc. | 0.24% | Reduce -22.1% | 46,591 | $3.2M |
| Cambridge Financial Group, LLC | 1.12% | Reduce -8.2% | 51,468 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +1.4% | 46,429 | $3.2M |
| ATX Financial Planning, LLC | 2.47% | — | 46,087 | $3.2M |
| Oak Asset Management, LLC | 1.09% | Add +0.8% | 45,947 | $3.2M |
| AQR Capital Management | 0.00% | Add +79.2% | 45,826 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +3.3% | 45,501 | $3.2M |
| Rosenblum Silverman Sutton S F Inc. | 0.73% | Reduce -4.0% | 45,239 | $3.1M |
| Oak Barrel Wealth Advisory LLC | 1.86% | — | 44,781 | $3.1M |
| Spirepoint Private Client, LLC | 0.29% | Add +6.5% | 44,371 | $3.1M |
| Smartleaf Asset Management LLC | 0.12% | Add +11.7% | 43,694 | $3.1M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 43,405 | $3.0M |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -41.1% | 43,196 | $3.0M |
| FSC Wealth Advisors, LLC | 4.86% | No change | 43,173 | $3.0M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 41,942 | $2.9M |
| Leo Wealth, LLC | 0.21% | Add +1179.8% | 41,234 | $2.9M |
| Winthrop Advisory Group LLC | 0.24% | Add +1.5% | 41,168 | $2.9M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -5.5% | 41,164 | $2.9M |
| Tennessee Valley Asset Management Partners | 0.37% | Add +1.3% | 40,869 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.26% | Reduce -0.2% | 40,858 | $2.8M |
| VestGen Advisors, LLC | 0.12% | Reduce -2.6% | 40,773 | $2.8M |
| Onyx Bridge Wealth Group LLC | 0.30% | Reduce -12.6% | 40,700 | $2.8M |
| Diversify Wealth Management, LLC | 0.13% | New | 39,723 | $2.8M |
| Capital Developers, LLC | 2.51% | — | 40,318 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +3.1% | 40,178 | $2.8M |
| MFA Wealth Services | 1.88% | Reduce -2.7% | 40,136 | $2.8M |
| OMNI 360 Wealth, Inc. | 1.42% | Add +6.3% | 38,796 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -5.4% | 39,703 | $2.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.39% | No change | 37,294 | $2.8M |
| GSG Advisors LLC | 0.71% | Add +0.3% | 39,672 | $2.8M |
| APS Management Group, Inc. | 2.35% | Reduce -1.9% | 39,568 | $2.7M |
| Red Crane Wealth Management, LLC | 2.23% | Add +1.4% | 39,320 | $2.7M |
| Flavin Financial Services, Inc. | 1.87% | Add +12.3% | 39,299 | $2.7M |
| KCM Investment Advisors LLC | 0.09% | No change | 38,992 | $2.7M |
| Summit Wealth Partners, LLC | 0.50% | Add +0.6% | 38,877 | $2.7M |
| 180 Wealth Advisors, LLC | 0.30% | Reduce -6.5% | 38,355 | $2.7M |
| Bonfire Financial | 1.99% | Reduce -0.3% | 38,311 | $2.7M |
| WCG Wealth Advisors LLC | 0.07% | Add +16.3% | 37,719 | $2.6M |
| Forza Wealth Management, LLC | 0.95% | No change | 37,693 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 0.83% | Reduce -6.9% | 37,410 | $2.6M |
| Wedmont Private Capital | 0.09% | Add +26.4% | 37,084 | $2.6M |
| 4J Wealth Management LLC | 1.46% | Reduce -2.1% | 36,723 | $2.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +3.9% | 36,498 | $2.5M |
| Old Mission Investment Co LLC | 0.61% | Reduce -1.0% | 36,475 | $2.5M |
| Bailard, Inc. | 0.06% | Add +3.6% | 35,749 | $2.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +23.3% | 35,744 | $2.5M |
| Centerpoint Advisory Group | 1.89% | Add +0.4% | 35,329 | $2.5M |
| Kovack Advisors, Inc. | 0.12% | New | 35,215 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.3% | 34,958 | $2.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.3% | 34,832 | $2.4M |
| Probity Advisors, Inc. | 0.39% | Reduce -5.7% | 34,683 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -44.4% | 34,318 | $2.4M |
| Advisory Alpha, LLC | 0.06% | Add +3.5% | 34,268 | $2.4M |
| Retirement Planning Group, LLC | 0.08% | Add +5.8% | 34,175 | $2.4M |
| Objective Capital Management, LLC | 2.38% | Add +0.5% | 33,749 | $2.3M |
| Southland Equity Partners LLC | 0.46% | Reduce -1.8% | 33,694 | $2.3M |
| Westfuller Advisors, LLC | 0.94% | Add +0.7% | 33,547 | $2.3M |
| Financial Insights, Inc. | 0.78% | Reduce -2.0% | 33,463 | $2.3M |
| CreativeOne Wealth, LLC | 0.06% | Add +22.4% | 33,285 | $2.3M |
| TD Capital Management LLC | 0.20% | Add +0.3% | 32,894 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +12.3% | 32,568 | $2.3M |
| CoreCap Advisors, LLC | 0.08% | Add +0.5% | 32,227 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -67.0% | 32,200 | $2.2M |
| Gallacher Capital Management LLC | 0.86% | Add +5.8% | 32,160 | $2.2M |
| Sterling Investment Counsel, LLC | 0.64% | Reduce -3.4% | 32,098 | $2.2M |
| Counterweight Ventures, LLC | 1.23% | Add +0.8% | 31,579 | $2.2M |
| Sowa Financial Group, Inc. | 1.12% | Reduce -0.1% | 30,966 | $2.1M |
| Sterling Wealth Advisors Inc | 1.29% | No change | 30,897 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -3.4% | 30,890 | $2.1M |
| MidAtlantic Capital Management, Inc. | 1.37% | Add +2.0% | 30,749 | $2.1M |
| Selby Wealth Management, LLC | 0.85% | — | 30,521 | $2.1M |
| Curated Wealth Partners LLC | 0.23% | Reduce -4.6% | 30,460 | $2.1M |
| Post Resch Tallon Group Inc. | 1.78% | Reduce -0.4% | 30,322 | $2.1M |
| LMCG Investments, LLC | 0.12% | Add +3.8% | 30,313 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.34% | Add +5.5% | 30,257 | $2.1M |
| Aspiriant, LLC | 0.06% | Add +127.9% | 30,167 | $2.1M |
| Ellis Investment Partners, LLC | 0.36% | Add +45.8% | 30,054 | $2.1M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Add +0.2% | 29,971 | $2.1M |
| Centurion Wealth Management LLC | 0.46% | Add +1.7% | 29,906 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +1.6% | 29,630 | $2.1M |
| Scotia Capital Inc. | 0.01% | Reduce -1.8% | 29,189 | $2.0M |
| Ruggaard & Associates LLC | 0.80% | Reduce -0.5% | 29,166 | $2.0M |
| Emissary Wealth LLC | 1.67% | — | 28,718 | $2.0M |
| Rodgers & Associates, LTD | 0.20% | Reduce -0.0% | 28,708 | $2.0M |
| Northside Capital Management, LLC | 0.17% | No change | 28,700 | $2.0M |
| Money Concepts Capital Corp. | 0.11% | Add +0.2% | 28,381 | $2.0M |
| Alliance Wealth Management Group | 0.43% | Add +6.4% | 28,326 | $2.0M |
| Gouws Capital LLC | 1.04% | Reduce -0.0% | 28,310 | $2.0M |
| Whalerock Point Partners, LLC | 0.39% | Add +6.5% | 28,254 | $2.0M |
| Sound Stewardship, LLC | 0.94% | Reduce -4.1% | 28,104 | $2.0M |
| Williams & Novak, LLC | 1.47% | Reduce -4.9% | 28,063 | $1.9M |
| Prism Advisors, Inc. | 0.52% | Reduce -46.1% | 28,002 | $1.9M |
| Bluedoor Private Wealth, LLC | 0.90% | — | 27,998 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 27,963 | $1.9M |
| Quest 10 Wealth Builders, Inc. | 1.71% | Reduce -0.2% | 27,582 | $1.9M |
| Bouvel Investment Partners, LLC | 0.55% | Add +11.2% | 27,371 | $1.9M |
| Crewe Advisors LLC | 0.17% | Add +0.9% | 27,368 | $1.9M |
| Guidance Capital, Inc. | 0.46% | Reduce -55.7% | 26,207 | $1.9M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 26,938 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.8% | 26,845 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -1.6% | 26,806 | $1.9M |
| StoneX Group Inc. | 0.08% | Add +0.0% | 26,503 | $1.8M |
| Beckerman Institutional, LLC | 1.04% | Add +0.0% | 26,599 | $1.8M |
| Camden National Bank | 0.25% | New | 26,559 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +22.9% | 26,555 | $1.8M |
| Drive Wealth Management, LLC | 0.36% | Reduce -3.0% | 26,415 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.65% | Add +1.8% | 26,239 | $1.8M |
| Certified Advisory Corp | 0.17% | Reduce -0.4% | 26,205 | $1.8M |
| Empowered Funds, LLC | 0.03% | New | 26,086 | $1.8M |
| First Bancorp, Inc | 0.96% | Reduce -0.8% | 25,956 | $1.8M |
| Keudell/Morrison Wealth Management | 0.38% | — | 25,924 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +2.4% | 25,863 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.59% | Add +0.5% | 25,801 | $1.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.29% | Add +6.8% | 25,793 | $1.8M |
| Anchor Investment Management, LLC | 0.14% | Reduce -2.8% | 25,249 | $1.8M |
| First National Trust Co | 0.06% | Add +41.9% | 25,216 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.48% | Reduce -2.7% | 25,080 | $1.7M |
| Insight Advisors, LLC/ PA | 0.26% | Reduce -4.8% | 24,920 | $1.7M |
| Clear Creek Financial Management, LLC | 0.14% | Add +3.3% | 24,748 | $1.7M |
| Biondo Investment Advisors, LLC | 0.21% | Add +4.0% | 24,748 | $1.7M |
| Evergreen Capital Management LLC | 0.04% | Reduce -4.0% | 24,654 | $1.7M |
| Harbor Advisory Corp. | 0.51% | Reduce -20.3% | 24,497 | $1.7M |
| Roman Butler Fullerton & Co. | 0.44% | Add +0.5% | 23,684 | $1.7M |
| PFG Advisors | 0.08% | Add +2.9% | 24,277 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +11.3% | 24,221 | $1.7M |
| Rovin Capital /Ut/ | 0.45% | Add +4.1% | 24,139 | $1.7M |
| Nottingham Advisors, Inc. | 0.23% | No change | 24,121 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +4.0% | 24,101 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.11% | Add +2.4% | 24,050 | $1.7M |
| Mendel Money Management | 0.69% | Reduce -7.1% | 23,884 | $1.7M |
| Cambria Investment Management, L.P. | 0.10% | New | 23,873 | $1.7M |
| Grey Ledge Advisors, LLC | 0.37% | Reduce -3.8% | 23,621 | $1.6M |
| Legacy Wealth Advisors, LLC | 1.08% | — | 23,617 | $1.6M |
| Kapstone Financial Advisors LLC | 0.81% | No change | 23,612 | $1.6M |
| Invst, LLC | 0.18% | Reduce -23.4% | 23,435 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -5.8% | 23,429 | $1.6M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -0.2% | 23,071 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | — | 22,941 | $1.6M |
| Pine Harbor Wealth Management, LLC | 0.48% | Reduce -0.1% | 22,725 | $1.6M |
| Fiduciary Group, LLC | 0.13% | Reduce -0.8% | 22,595 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +40.2% | 22,554 | $1.6M |
| Venture Visionary Partners LLC | 0.05% | Add +52.7% | 22,516 | $1.6M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.6% | 22,148 | $1.5M |
| Gilpin Wealth Management, LLC | 1.21% | — | 21,915 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.18% | Reduce -1.6% | 21,874 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Reduce -5.7% | 21,699 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +17.9% | 21,874 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.4% | 21,623 | $1.5M |
| Ranch Capital Advisors Inc. | 0.55% | Add +5.9% | 21,549 | $1.5M |
| Islay Capital Management, LLC | 0.87% | Reduce -21.4% | 21,295 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | Add +8.2% | 21,291 | $1.5M |
| Beacon Financial Planning, Inc. | 0.71% | Add +9.3% | 21,277 | $1.5M |
| Brio Consultants, LLC | 0.19% | Reduce -0.9% | 20,968 | $1.5M |
| Eastern Bank | 0.03% | Reduce -0.3% | 20,965 | $1.5M |
| Occidental Asset Management, LLC | 0.17% | Reduce -0.4% | 20,888 | $1.5M |
| Signal Advisors Wealth, LLC | 0.12% | Add +22.0% | 20,876 | $1.4M |
| Elite Financial, Inc. | 0.66% | No change | 20,856 | $1.4M |
| Pallas Capital Advisors LLC | 0.05% | Add +81.7% | 20,555 | $1.4M |
| IFG Advisory, LLC | 0.06% | Add +9.6% | 20,500 | $1.4M |
| CRA Financial Services, LLC | 0.19% | Reduce -3.6% | 20,421 | $1.4M |
| Sound Financial Strategies Group, LLC | 1.00% | Add +4.5% | 20,356 | $1.4M |
| MLP3, LLC | 1.52% | — | 20,069 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -14.2% | 20,065 | $1.4M |
| Ancora Advisors LLC | 0.03% | Add +64.0% | 19,972 | $1.4M |
| Decker Retirement Planning Inc. | 0.69% | Add +6.2% | 19,922 | $1.4M |
| Opulen Financial Group LLC | 1.01% | Add +0.7% | 19,879 | $1.4M |
| Uptick Partners, LLC | 0.29% | Reduce -4.3% | 19,693 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -75.7% | 19,618 | $1.4M |
| Kirtland Hills Capital Management, LLC | 0.48% | No change | 19,607 | $1.4M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -1.4% | 19,574 | $1.4M |
| Teamwork Financial Advisors, LLC | 0.14% | Add +19.0% | 19,465 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.22% | Add +27.0% | 19,387 | $1.3M |
| NCM Capital Management, LLC | 0.50% | Add +0.3% | 19,319 | $1.3M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 19,127 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -0.6% | 19,095 | $1.3M |
| Summit Financial Wealth Advisors, LLC | 0.19% | Add +0.1% | 19,067 | $1.3M |
| Matrix Trust Co | 0.22% | New | 18,984 | $1.3M |
| Claro Advisors Inc. | 0.18% | Add +27.1% | 18,844 | $1.3M |
| Essex Bank | 0.28% | No change | 18,821 | $1.3M |
| Valley National Advisers Inc. | 0.18% | Add +1.3% | 18,556 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.3% | 18,527 | $1.3M |
| Nwam LLC | 0.07% | Add +0.0% | 17,833 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Add +1.9% | 18,362 | $1.3M |
| Sequent Planning LLC | 0.32% | Reduce -0.4% | 18,229 | $1.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.04% | No change | 18,147 | $1.3M |
| Norden Group LLC | 0.12% | Reduce -25.4% | 18,106 | $1.3M |
| Alteri Wealth LLC | 0.41% | Add +9.0% | 18,020 | $1.3M |
| Ehrlich Financial Group | 0.71% | Reduce -0.1% | 17,981 | $1.2M |
| Snowwater Investment Partners, LLC | 1.14% | — | 17,886 | $1.2M |
| National Bank of Canada | 0.00% | Add +13.8% | 17,840 | $1.2M |
| Thompson David Blair | 0.71% | — | 17,829 | $1.2M |
| Naples Global Advisors, LLC | 0.09% | Add +0.5% | 17,634 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.4% | 17,607 | $1.2M |
| Magnus Financial Group LLC | 0.09% | Reduce -10.6% | 17,558 | $1.2M |
| Balentine LLC | 0.05% | No change | 17,341 | $1.2M |
| Investment Partners, LTD. | 0.42% | Reduce -22.6% | 17,288 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Reduce -1.8% | 17,256 | $1.2M |
| McLean Asset Management Corp | 0.21% | Reduce -29.0% | 16,801 | $1.2M |
| Cedarwood Wealth LLC | 1.33% | — | 16,717 | $1.2M |
| Sightline Wealth Advisors, LLC | 0.51% | Reduce -35.3% | 17,122 | $1.2M |
| Motley Fool Wealth Management, LLC | 0.09% | Add +107.6% | 17,054 | $1.2M |
| Pasadena Private Wealth, LLC | 0.16% | Reduce -1.9% | 17,053 | $1.2M |
| Avantra Family Wealth, Inc. | 0.86% | Add +2.6% | 16,999 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +46.7% | 16,986 | $1.2M |
| Fort Point Capital Partners LLC | 0.14% | Add +2.1% | 16,451 | $1.2M |
| Human Investing LLC | 0.17% | Add +14.2% | 16,905 | $1.2M |
| Krilogy Financial LLC | 0.04% | Add +13.3% | 16,293 | $1.2M |
| Freestate Advisors LLC | 0.94% | Reduce -0.3% | 16,747 | $1.2M |
| Mosaic Financial Group, LLC | 0.79% | Add +0.1% | 16,696 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.15% | Add +29.6% | 16,491 | $1.2M |
| CGC Financial Services, LLC | 0.31% | No change | 16,565 | $1.1M |
| PKS Advisory Services, LLC | 0.26% | Add +48.4% | 16,498 | $1.1M |
| Ipsen Advisor Group LLC | 0.81% | Reduce -0.4% | 16,491 | $1.1M |
| Investment Partners Asset Management, Inc. | 0.71% | Add +33.5% | 16,463 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +18.4% | 16,289 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Add +2.0% | 16,265 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.0% | 16,238 | $1.1M |
| Element Pointe Advisors, LLC | 0.22% | Reduce -14.3% | 16,121 | $1.1M |
| Coquina Private Wealth LLC | 0.89% | — | 16,076 | $1.1M |
| Commonwealth Financial Services, LLC | 0.18% | Add +4.7% | 15,974 | $1.1M |
| Paladin Advisory Group, LLC | 0.81% | Reduce -1.6% | 15,901 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -12.3% | 15,658 | $1.1M |
| Sovran Advisors, LLC | 0.09% | Reduce -1.5% | 15,192 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -70.5% | 15,599 | $1.1M |
| NFSG Corp | 0.17% | Reduce -37.7% | 15,579 | $1.1M |
| IPG Investment Advisors LLC | 0.19% | No change | 15,575 | $1.1M |
| Advance Capital Management, Inc. | 0.05% | Add +12.7% | 15,493 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -6.0% | 15,372 | $1.1M |
| Arax Advisory Partners | 0.03% | New | 15,229 | $1.1M |
| Brandywine Oak Private Wealth LLC | 0.09% | No change | 15,224 | $1.1M |
| Freestone Capital Holdings, LLC | 0.03% | Add +4.3% | 15,170 | $1.1M |
| Haverford Trust Co | 0.01% | Add +9.8% | 15,165 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.3% | 15,083 | $1.0M |
| LBMC Investment Advisors, LLC | 0.06% | No change | 15,000 | $1.0M |
| Legacy Trust | 0.19% | No change | 14,992 | $1.0M |
| Cascades Capital Asset Management, LLC | 0.44% | Add +10.4% | 14,985 | $1.0M |
| Herold Advisors, Inc. | 0.23% | Add +0.0% | 14,846 | $1.0M |
| Wells Financial Advisors INC | 1.94% | Reduce -18.7% | 14,681 | $1.0M |
| Opal Wealth Advisors, LLC | 0.27% | Reduce -1.7% | 14,671 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 14,621 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | No change | 14,602 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.05% | No change | 14,598 | $1.0M |
| Wealth Management Associates, Inc. | 0.35% | Add +23.7% | 14,490 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +0.1% | 14,456 | $1.0M |
| Stokes Family Office, LLC | 0.09% | No change | 14,354 | $996K |
| Modern Wealth Management, LLC | 0.02% | Reduce -3.5% | 14,248 | $989K |
| LongView Wealth Management | 0.24% | Add +19.1% | 13,874 | $986K |
| Cauble & Harre Wealth Management, Inc. | 0.83% | — | 14,180 | $984K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -12.7% | 13,811 | $959K |
| Curi Capital, LLC | 0.02% | Reduce -8.8% | 13,771 | $956K |
| Investment Advisory Group, LLC | 0.25% | Add +0.2% | 13,755 | $955K |
| WealthCare Investment Partners, LLC | 0.27% | Reduce -3.9% | 13,511 | $943K |
| Warner Financial, Inc. | 0.33% | No change | 13,552 | $941K |
| Savvy Advisors, Inc. | 0.03% | Add +348.7% | 13,533 | $939K |
| Centaurus Financial, Inc. | 0.04% | Add +2.8% | 13,512 | $938K |
| Root Financial Partners, LLC | 0.05% | Add +15.1% | 13,505 | $938K |
| ARS Investment Partners, LLC | 0.05% | Add +3.8% | 13,474 | $935K |
| Delos Wealth Advisors, LLC | 0.62% | No change | 13,473 | $935K |
| Tranquilli Financial Advisor LLC | 0.54% | Reduce -0.9% | 13,421 | $932K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 13,308 | $924K |
| Astoria Portfolio Advisors LLC. | 0.21% | Reduce -38.2% | 12,526 | $918K |
| Daybright Advisory Services, Inc. | 0.24% | — | 13,202 | $916K |
| Smithfield Trust Co | 0.04% | Add +3.4% | 13,155 | $912K |
| MWA Asset Management | 0.51% | Reduce -2.1% | 13,119 | $911K |
| Allium Financial Advisors, LLC | 0.72% | Reduce -46.0% | 13,002 | $903K |
| Pinnacle Bancorp, Inc. | 0.26% | Reduce -5.1% | 12,945 | $899K |
| Novem Group | 0.10% | Add +20.7% | 12,920 | $897K |
| Acorn Financial Advisory Services Inc. | 0.13% | Reduce -3.3% | 12,838 | $891K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.2% | 12,726 | $883K |
| PCA Investment Advisory Services Inc. | 0.31% | Reduce -2.2% | 12,720 | $883K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -3.1% | 12,605 | $875K |
| Resonant Capital Advisors, LLC | 0.05% | Reduce -9.2% | 12,579 | $873K |
| Evernest Financial Advisors, LLC | 0.18% | No change | 11,797 | $872K |
| Zhang Financial LLC | 0.03% | Add +0.2% | 12,484 | $867K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Add +2.1% | 12,370 | $859K |
| Adell Harriman & Carpenter Inc. | 0.05% | Reduce -2.2% | 12,312 | $855K |
| Gambit Capital Management, LLC | 0.61% | — | 12,207 | $847K |
| River Wealth Advisors LLC | 0.09% | Reduce -7.6% | 12,195 | $847K |
| Fairvoy Private Wealth, LLC | 0.19% | Reduce -14.2% | 12,173 | $845K |
| EFG International AG | 0.02% | — | 12,126 | $842K |
| Element Wealth, LLC | 0.35% | Add +0.2% | 12,105 | $840K |
| Keybank National Association | 0.00% | No change | 12,103 | $840K |
| Ascentis Wealth Management, LLC | 0.21% | Reduce -4.8% | 12,101 | $840K |
| ORG Partners LLC | 0.15% | Reduce -2.4% | 12,100 | $840K |
| Gilbert Capital Group, Inc. | 0.63% | Add +6.5% | 12,024 | $835K |
| Insight Wealth Strategies, LLC | 0.10% | Reduce -0.1% | 11,946 | $829K |
| Coldstream Capital Management Inc. | 0.01% | Add +19.2% | 11,930 | $828K |
| Roxbury Financial LLC | 0.74% | Reduce -4.9% | 11,888 | $825K |
| Flagship Private Wealth, LLC | 0.32% | Add +0.0% | 11,821 | $821K |
| Caprock Group, LLC | 0.02% | Add +16.2% | 11,772 | $817K |
| Central Pacific Bank - Trust Division | 0.10% | Add +75.3% | 11,737 | $815K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -2.2% | 11,683 | $811K |
| Montis Financial, LLC | 0.16% | Add +1.5% | 11,649 | $809K |
| International Assets Investment Management, LLC | 0.06% | Reduce -12.8% | 11,611 | $806K |
| Compass Financial Services Inc | 0.35% | Add +0.2% | 11,607 | $806K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -0.6% | 11,592 | $805K |
| American State Bank (Iowa) | 0.38% | Add +0.0% | 11,521 | $800K |
| Clarus Wealth Advisors | 0.33% | Add +19.8% | 11,085 | $786K |
| Olde Wealth Management, LLC | 0.24% | Reduce -0.4% | 11,324 | $786K |
| Tiaa Trust, National Association | 0.00% | Add +1.0% | 11,320 | $786K |
| Focus Financial Network, Inc. | 0.03% | Reduce -10.3% | 11,298 | $784K |
| LifePlan Financial, LLC | 0.59% | Reduce -3.1% | 11,162 | $775K |
| Ayrshire Capital Management LLC | 0.35% | Add +37.9% | 11,130 | $773K |
| Cornerstone Wealth Group, LLC | 0.05% | Add +9.1% | 11,015 | $765K |
| Aspen Wealth Management LLC | 0.16% | Reduce -3.0% | 10,998 | $763K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +1.1% | 10,967 | $761K |
| West Wealth Group, LLC | 0.16% | Add +8.0% | 10,893 | $756K |
| Round Rock Advisors LLC | 0.11% | Add +1.5% | 10,798 | $750K |
| HBW Advisory Services LLC | 0.08% | Add +3.0% | 10,764 | $747K |
| Fort Sheridan Advisors LLC | 0.09% | Add +0.7% | 10,755 | $747K |
| Gateway Wealth Partners, LLC | 0.08% | Add +29.0% | 10,715 | $744K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -7.9% | 10,714 | $744K |
| Hobbs Group Advisors, LLC | 0.22% | Add +60.0% | 10,673 | $741K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -8.5% | 10,666 | $740K |
| Cardinal Point Capital Management ULC | 0.05% | Add +1.0% | 10,664 | $740K |
| Principle Wealth Partners LLC | 0.04% | Reduce -1.9% | 10,661 | $740K |
| Bluesphere Advisors LLC | 0.33% | Add +32.4% | 10,650 | $739K |
| PFG Investments, LLC | 0.03% | Add +2.0% | 10,528 | $731K |
| Beacon Harbor Wealth Advisors, Inc. | 0.16% | Add +2.1% | 10,513 | $730K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -4.6% | 10,488 | $728K |
| MSH Capital Advisors LLC | 0.15% | Reduce -2.4% | 10,396 | $722K |
| Albion Financial Group | 0.04% | No change | 10,373 | $720K |
| Horizon Investment Services, LLC | 0.26% | Reduce -0.0% | 10,257 | $712K |
| Hanson & Doremus Investment Management | 0.09% | Add +52.6% | 10,262 | $712K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.2% | 10,248 | $711K |
| Biltmore Family Office, LLC | 0.10% | No change | 10,247 | $711K |
| Carnegie Investment Counsel | 0.01% | Add +2.1% | 10,245 | $711K |
| Guardian Capital, LLC | 0.64% | — | 10,235 | $711K |
| Rik Saylor Financial, Inc. | 0.52% | Reduce -0.8% | 10,206 | $708K |
| Rehmann Capital Advisory Group | 0.04% | Add +13.1% | 10,134 | $704K |
| Brasada Capital Management, LP | 0.12% | Reduce -23.9% | 10,069 | $703K |
| SigFig Wealth Management, LLC | 0.02% | Add +1.2% | 10,089 | $700K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -0.9% | 10,025 | $696K |
| Merited Wealth, LLC | 0.64% | — | 10,004 | $694K |
| HBK Sorce Advisory LLC | 0.02% | Add +10.7% | 9,266 | $685K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -5.6% | 9,853 | $684K |
| Allen Capital Group, LLC | 0.06% | No change | 9,810 | $681K |
| McAdam, LLC | 0.03% | Add +16.6% | 9,801 | $680K |
| Latitude Advisors, LLC | 0.30% | Reduce -0.7% | 9,797 | $680K |
| Comprehensive Financial Planning, Inc. | 0.45% | Add +0.6% | 9,794 | $680K |
| Commerce Bank | 0.00% | Add +4.3% | 9,752 | $677K |
| W Advisors, LLC | 0.34% | No change | 9,697 | $673K |
| Syon Capital LLC | 0.03% | Add +27.6% | 9,552 | $663K |
| Ignite Planners, LLC | 0.10% | Reduce -8.2% | 9,208 | $661K |
| Bravias Capital Group, LLC | 0.40% | Add +37.6% | 9,497 | $659K |
| Everpar Advisors LLC | 0.24% | Add +60.5% | 9,478 | $658K |
| HUB Investment Partners, LLC | 0.02% | Add +0.6% | 9,436 | $655K |
| Liberty Wealth Management LLC | 0.08% | Add +2.4% | 9,432 | $649K |
| Lincoln Capital LLC | 0.12% | Add +0.0% | 9,340 | $648K |
| ONE Advisory Partners, LLC | 0.19% | Add +0.6% | 9,301 | $646K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | No change | 9,237 | $641K |
| RFG - Bristol Wealth Advisors, LLC | 0.18% | Reduce -8.6% | 9,225 | $640K |
| Darden Wealth Group Inc | 0.31% | No change | 9,200 | $639K |
| Michels Family Financial, LLC | 0.47% | Reduce -1.1% | 9,160 | $636K |
| Investment Research Partners LLC | 0.27% | Reduce -0.7% | 9,150 | $635K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -2.4% | 9,120 | $633K |
| Financial Partners Group, Inc | 0.07% | Add +8.1% | 8,734 | $627K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 8,884 | $617K |
| Glenview Trust Co | 0.01% | No change | 8,879 | $616K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -3.2% | 8,792 | $610K |
| FineMark National Bank & Trust | 0.02% | Add +18.0% | 8,762 | $608K |
| Veracity Capital LLC | 0.18% | Reduce -9.7% | 8,742 | $607K |
| Pacific Park Financial, Inc. | 0.38% | — | 8,722 | $605K |
| Vines Capital Management, LLC | 0.59% | — | 8,721 | $605K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -31.9% | 8,685 | $603K |
| Signet Private Wealth LLC | 0.57% | — | 8,633 | $599K |
| Redwood Financial Network Corp | 0.38% | Reduce -12.3% | 8,563 | $594K |
| Prepared Retirement Institute LLC | 0.30% | Reduce -5.0% | 8,529 | $592K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -6.2% | 8,337 | $592K |
| Wealth Effects LLC | 0.18% | Reduce -3.1% | 8,463 | $588K |
| Fidelis Wealth Advisors LLC | 0.85% | — | 8,415 | $584K |
| ASL Financial, LLC | 0.46% | — | 8,399 | $583K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +1.8% | 8,398 | $583K |
| Perigon Wealth Management, LLC | 0.01% | Add +84.5% | 8,384 | $582K |
| Dynasty Wealth Management, LLC | 0.01% | Add +6.7% | 8,380 | $582K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,259 | $573K |
| Scott & Selber, Inc. | 0.14% | Add +0.0% | 8,237 | $572K |
| Headinvest, LLC | 0.11% | Add +6.3% | 8,237 | $572K |
| TRUE Private Wealth Advisors | 0.06% | Add +31.9% | 8,199 | $569K |
| Arrowroot Family Office, LLC | 0.21% | Reduce -9.8% | 8,191 | $569K |
| AIMZ Investment Advisors, LLC | 0.16% | New | 8,098 | $562K |
| Merkkuri Wealth Advisors LLC | 0.38% | Reduce -33.2% | 8,077 | $561K |
| Breakwater Capital Group | 0.08% | Add +2.8% | 8,049 | $559K |
| Whelan Financial | 0.17% | Reduce -0.0% | 8,012 | $556K |
| Diversified Trust Co. | 0.01% | No change | 7,998 | $555K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 7,994 | $555K |
| Prosperity Bancshares Inc | 0.50% | — | 7,925 | $550K |
| Whitener Capital Management, Inc. | 0.13% | Add +1.0% | 7,912 | $549K |
| Bell Bank | 0.02% | Reduce -1.2% | 7,903 | $549K |
| Old National Bancorp | 0.01% | No change | 7,787 | $541K |
| Sowell Financial Services LLC | 0.02% | Reduce -6.5% | 7,776 | $540K |
| Marshall Financial Group, LLC | 0.10% | Reduce -2.0% | 7,712 | $535K |
| GM Advisory Group, LLC | 0.02% | Add +19.4% | 7,705 | $535K |
| Catalyst Financial Partners LLC | 0.06% | Add +3.1% | 7,697 | $534K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -0.3% | 7,692 | $534K |
| Apollon Financial, LLC | 0.08% | No change | 7,664 | $532K |
| West Michigan Advisors, LLC | 0.12% | Add +1.3% | 7,600 | $528K |
| Capital Advisory Group Advisory Services, LLC | 0.15% | Add +1.1% | 7,590 | $527K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -2.0% | 7,576 | $526K |
| Inscription Capital, LLC | 0.05% | Add +0.0% | 7,527 | $523K |
| National Philanthropic Trust | 0.01% | New | 7,500 | $521K |
| Intrepid Capital Management Inc. | 0.25% | No change | 7,479 | $519K |
| City State Bank | 0.14% | No change | 7,447 | $517K |
| Atlantic Family Wealth, LLC | 0.39% | Reduce -6.9% | 7,371 | $512K |
| BOS Asset Management, LLC | 0.14% | Add +24.5% | 7,349 | $510K |
| Paces Ferry Wealth Advisors, LLC | 0.21% | Add +0.2% | 7,338 | $509K |
| BCU Wealth Advisors, LLC | 0.19% | Add +0.4% | 7,332 | $509K |
| Godfrey Financial Associates, Inc. | 0.44% | — | 7,300 | $507K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -23.0% | 7,242 | $503K |
| Betterment LLC | 0.00% | Add +31.6% | 7,216 | $501K |
| Alta Wealth Advisors LLC | 0.17% | Add +0.4% | 7,209 | $500K |
| Rothschild Investment LLC | 0.03% | Add +0.0% | 7,201 | $500K |
| Stanich Group LLC | 0.38% | Reduce -7.2% | 7,174 | $498K |
| Brady Family Wealth, LLC | 0.15% | Add +0.0% | 7,139 | $496K |
| Avaii Wealth Management, LLC | 0.18% | Reduce -2.9% | 7,133 | $495K |
| Sig Brokerage, LP | 0.17% | No change | 7,133 | $495K |
| Hegarty Advisors, LLC | 0.43% | — | 7,082 | $492K |
| American Wealth Advisors, LLC | 0.48% | Add +0.7% | 7,079 | $491K |
| Potentia Wealth | 0.18% | No change | 7,064 | $490K |
| BKM Wealth Management, LLC | 0.18% | Add +0.1% | 7,008 | $486K |
| Jordan Park Group LLC | 0.03% | No change | 7,000 | $486K |
| Capital Advantage, Inc. | 0.06% | Reduce -3.5% | 6,934 | $481K |
| First City Capital Management, Inc. | 0.25% | No change | 6,929 | $481K |
| Geneva Partners, LLC | 0.17% | Add +22.9% | 6,927 | $481K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 6,921 | $480K |
| Core Wealth Advisors, Inc. | 0.12% | Reduce -1.0% | 6,917 | $480K |
| Evermay Wealth Management LLC | 0.05% | Reduce -1.9% | 6,896 | $479K |
| Tactive Advisors, LLC | 0.14% | No change | 6,864 | $476K |
| National Wealth Management Group, LLC | 0.17% | Reduce -3.2% | 6,859 | $476K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -8.0% | 6,842 | $475K |
| Riverchase Wealth Management, LLC | 0.26% | No change | 6,835 | $474K |
| Demars Financial Group, LLC | 0.16% | Reduce -1.1% | 6,834 | $474K |
| Sepio Capital, LP | 0.03% | No change | 6,832 | $474K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,702 | $465K |
| High Falls Advisors, Inc | 0.09% | Add +0.4% | 6,599 | $458K |
| CVFG LLC | 0.31% | No change | 6,595 | $458K |
| 360 Financial, Inc. | 0.14% | Reduce -48.3% | 6,546 | $454K |
| Obermeyer Wealth Partners | 0.02% | Add +83.5% | 6,534 | $454K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -1.9% | 6,488 | $450K |
| Rollins Financial Advisors, LLC | 0.07% | Add +25.8% | 6,487 | $450K |
| Collaborative Wealth Managment Inc. | 0.16% | Reduce -2.2% | 6,426 | $446K |
| Oakmont Advisory Group, LLC | 0.47% | — | 6,410 | $445K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -0.1% | 6,402 | $444K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.5% | 6,374 | $442K |
| Edgestream Partners, L.P. | 0.01% | New | 6,371 | $442K |
| Facet Wealth, Inc. | 0.01% | Add +45.6% | 6,176 | $441K |
| Range Advisory, LLC | 0.11% | — | 6,348 | $441K |
| Romano Brothers and Company | 0.05% | No change | 6,333 | $440K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -52.6% | 6,333 | $440K |
| Mandatum Life Insurance Co Ltd | 0.10% | No change | 6,331 | $439K |
| Lee Financial Co | 0.06% | Add +15.0% | 6,320 | $439K |
| Bay Capital Advisors, LLC | 0.27% | Add +0.1% | 6,313 | $438K |
| Franklin Resources Inc. | 0.00% | No change | 6,300 | $437K |
| Brian Low Financial Group, LLC | 0.31% | Add +1.0% | 6,261 | $435K |
| Sovereign Financial Group, Inc. | 0.08% | New | 6,260 | $435K |
| Empire Financial Management Company, LLC | 0.09% | Reduce -1.6% | 6,202 | $431K |
| Alterna Wealth Management, Inc. | 0.36% | Reduce -28.7% | 6,163 | $428K |
| Soundwatch Capital LLC | 0.07% | Add +16.8% | 6,155 | $427K |
| Skyview Financial Group LLC | 0.44% | — | 6,112 | $424K |
| GWN Securities Inc. | 0.09% | Reduce -11.7% | 6,103 | $424K |
| SageView Advisory Group, LLC | 0.01% | Reduce -19.6% | 6,072 | $422K |
| Athena Wealth Management, LLC | 0.41% | — | 6,067 | $421K |
| Avant Capital LLC | 0.29% | Add +20.7% | 5,987 | $416K |
| Destination Wealth Management | 0.01% | Reduce -18.4% | 5,975 | $415K |
| FSB Premier Wealth Management, Inc. | 0.13% | Add +1.1% | 5,940 | $412K |
| GW&K Investment Management, LLC | 0.00% | Reduce -0.9% | 5,937 | $412K |
| Dynamic Financial Group | 0.35% | Add +0.2% | 5,914 | $411K |
| Ellenbecker Investment Group | 0.06% | Reduce -49.7% | 5,913 | $411K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -82.9% | 5,875 | $408K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +87.4% | 5,870 | $408K |
| Trust Co. of Vermont | 0.02% | Add +2.1% | 5,844 | $406K |
| Regal Investment Advisors LLC | 0.02% | Reduce -44.9% | 5,823 | $404K |
| RDA Financial Network | 0.10% | Reduce -31.8% | 5,813 | $404K |
| Strategic Wealth Investment Group, LLC | 0.05% | Reduce -14.7% | 5,811 | $403K |
| Ballast Financial Advisors LLC | 0.41% | — | 5,806 | $403K |
| Formidable Asset Management, LLC | 0.06% | Reduce -6.8% | 5,849 | $398K |
| Abound Financial, LLC | 0.15% | No change | 5,706 | $396K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +62.6% | 5,703 | $396K |
| Vident Advisory, LLC | 0.00% | No change | 5,703 | $396K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -2.3% | 5,701 | $396K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.2% | 5,634 | $391K |
| LVW Advisors, LLC | 0.04% | No change | 5,627 | $391K |
| Tandem Capital Management Corp. | 0.18% | Reduce -0.1% | 5,606 | $389K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 5,558 | $386K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -1.6% | 5,521 | $383K |
| Investment Planning Advisors, Inc. | 0.11% | Add +12.4% | 5,515 | $383K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | Reduce -11.6% | 5,479 | $380K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,449 | $378K |
| CX Institutional | 0.01% | Add +6.8% | 5,448 | $378K |
| Key Financial Inc | 0.07% | No change | 5,427 | $377K |
| Blue Trust, Inc. | 0.00% | Add +1123.0% | 5,418 | $376K |
| Future Financial Wealth Managment LLC | 0.25% | Reduce -1.5% | 5,322 | $375K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $375K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 5,392 | $374K |
| Financial Security Advisor, Inc. | 0.07% | New | 5,390 | $374K |
| Concorde Asset Management, LLC | 0.15% | Add +31.8% | 5,369 | $373K |
| Royal Harbor Partners, LLC | 0.12% | No change | 5,354 | $372K |
| Castle Wealth Management LLC | 0.12% | Add +0.2% | 5,347 | $371K |
| South Plains Financial, Inc. | 0.22% | No change | 5,345 | $371K |
| Midwest Trust Co | 0.00% | Reduce -52.0% | 5,341 | $371K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +0.1% | 5,314 | $369K |
| Cornerstone Financial Management LLC | 0.35% | — | 5,310 | $369K |
| Rinkey Investments | 0.09% | No change | 5,304 | $368K |
| Invested Advisors | 0.38% | Reduce -27.1% | 5,271 | $366K |
| Addison Advisors LLC | 0.08% | Reduce -1.1% | 5,268 | $366K |
| Evoke Wealth, LLC | 0.01% | Add +0.7% | 5,230 | $363K |
| Insight Wealth Partners, LLC | 0.15% | No change | 5,229 | $363K |
| Orrstown Financial Services Inc. | 0.06% | Reduce -13.2% | 5,221 | $362K |
| Sachetta, LLC | 0.20% | Add +29.8% | 5,215 | $362K |
| Greater Midwest Financial Group, LLC | 0.20% | Add +0.6% | 5,199 | $361K |
| Clear Investment Research, LLC | 0.60% | Reduce -1.1% | 5,198 | $361K |
| Oak Harvest Investment Services | 0.04% | Reduce -1.4% | 5,186 | $360K |
| Continuum Wealth Advisors, LLC | 0.14% | Reduce -2.1% | 5,175 | $359K |
| Northwest Wealth Advisors, LLC | 0.28% | — | 5,175 | $359K |
| TrustBank | 0.15% | — | 5,166 | $359K |
| Planning Alternatives Ltd. | 0.04% | Reduce -1.9% | 5,119 | $355K |
| S.E.E.D. Planning Group LLC | 0.10% | No change | 5,118 | $355K |
| Navis Wealth Advisors, LLC | 0.15% | No change | 5,115 | $355K |
| Goepper Burkhardt LLC | 0.12% | New | 5,110 | $355K |
| Private Capital Management, LLC | 0.03% | Add +4.6% | 5,093 | $354K |
| Greykasell Wealth Strategies, Inc. | 0.14% | No change | 5,088 | $353K |
| Sanchez Wealth Management Group | 0.08% | Add +3.3% | 5,071 | $352K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +9.7% | 5,059 | $351K |
| QRG Capital Management, Inc. | 0.00% | Add +62.9% | 5,052 | $351K |
| Allred Capital Management, LLC | 0.13% | Add +30.8% | 5,046 | $350K |
| Carl P. Sherr & Co., LLC | 0.16% | No change | 4,876 | $350K |
| Fortis Advisors, LLC | 0.19% | Reduce -4.0% | 5,042 | $350K |
| Continuum Advisory, LLC | 0.04% | Reduce -2.6% | 5,041 | $350K |
| Golden Reserve Retirement LLC | 0.06% | New | 5,030 | $349K |
| Integrity Investment Advisors, LLC | 0.19% | No change | 5,022 | $349K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,000 | $347K |
| Elevation Wealth Management LLC | 0.33% | — | 4,947 | $343K |
| Philadelphia Trust Co. | 0.02% | No change | 4,935 | $343K |
| Odyssey Capital Advisors, Inc. | 0.30% | — | 4,917 | $341K |
| Community Trust & Investment Co. | 0.02% | Add +2.4% | 4,909 | $341K |
| TritonPoint Partners, LLC | 0.18% | — | 4,887 | $339K |
| Wedbush Securities Inc. | 0.01% | Add +6.8% | 4,867 | $338K |
| Commonwealth Retirement Investments LLC | 0.11% | Reduce -4.5% | 4,867 | $338K |
| MGB Wealth Management, LLC | 0.10% | Add +12.9% | 4,822 | $335K |
| Ethos Financial Group, LLC | 0.02% | Add +3.9% | 4,805 | $334K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -30.4% | 4,800 | $333K |
| Alongside, LLC | 0.11% | — | 4,792 | $333K |
| HFG Advisors, Inc. | 0.24% | No change | 4,767 | $331K |
| Dakota Wealth Management | 0.01% | Add +3.3% | 4,755 | $330K |
| Legacy Edge Advisors, LLC | 0.04% | Add +42.2% | 4,751 | $330K |
| CGN Advisors LLC | 0.03% | New | 4,709 | $327K |
| MOR Wealth Management, LLC | 0.15% | — | 4,708 | $327K |
| Annex Advisory Services, LLC | 0.01% | Reduce -7.3% | 4,703 | $326K |
| Northeast Financial Group, Inc. | 0.08% | Reduce -3.9% | 4,694 | $326K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -3.6% | 4,687 | $325K |
| Eastover Investment Advisors LLC | 0.14% | Reduce -13.7% | 4,684 | $325K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.6% | 4,497 | $325K |
| Blue Chip Partners, LLC | 0.02% | New | 4,657 | $323K |
| Chatterton & Associates Inc. | 0.28% | — | 4,650 | $323K |
| Sunburst Financial Group, LLC | 0.07% | Add +1.8% | 4,640 | $322K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.2% | 4,619 | $321K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,600 | $319K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -1.3% | 4,461 | $319K |
| Prospect Financial Services LLC | 0.18% | Add +26.1% | 4,560 | $317K |
| First National Advisers, LLC | 0.04% | No change | 4,555 | $316K |
| Balance Wealth Partners LLC | 0.10% | Reduce -37.8% | 4,555 | $316K |
| CPC Advisors, LLC | 0.03% | Add +4.0% | 4,552 | $316K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 4,549 | $316K |
| Noble Family Wealth, LLC | 0.07% | Add +1.7% | 4,516 | $314K |
| Basso Capital Management, L.P. | 0.19% | New | 4,500 | $312K |
| Curtis Advisory Group, LLC | 0.07% | No change | 4,500 | $312K |
| Blue Zone Wealth Advisors, LLC | 0.06% | No change | 4,500 | $312K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 4,500 | $312K |
| M&T Bank Corp | 0.00% | No change | 4,475 | $311K |
| Procyon Advisors, LLC | 0.02% | Reduce -0.1% | 4,468 | $310K |
| River's Edge Wealth Management, LLC | 0.30% | — | 4,131 | $304K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.7% | 4,367 | $303K |
| Squire Investment Management Company, LLC | 0.09% | No change | 4,353 | $302K |
| SP Asset Management LLC | 0.02% | Add +0.4% | 4,347 | $302K |
| Apella Capital, LLC | 0.01% | No change | 4,334 | $301K |
| True North Advisors, LLC | 0.04% | New | 4,322 | $300K |
| Integras Partners LLC | 0.24% | Add +1.0% | 4,299 | $298K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -1.9% | 4,296 | $298K |
| Waterfront Wealth Inc. | 0.06% | Add +0.4% | 4,166 | $298K |
| Davis R M Inc. | 0.01% | No change | 4,263 | $296K |
| Regatta Capital Group, LLC | 0.04% | New | 4,241 | $294K |
| Klingman & Associates, LLC | 0.01% | No change | 4,200 | $292K |
| Guardian Partners Inc. | 0.02% | No change | 4,000 | $291K |
| Peak Retirement Planning, Inc. | 0.07% | New | 4,187 | $291K |
| Connecticut Capital Management Group, LLC | 0.28% | — | 4,187 | $291K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -20.1% | 4,125 | $286K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 4,123 | $286K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -92.5% | 4,118 | $286K |
| Calamos Wealth Management LLC | 0.01% | No change | 4,080 | $283K |
| Kelly Financial Services LLC | 0.07% | Reduce -14.2% | 4,070 | $283K |
| Note Advisors, LLC | 0.14% | Reduce -2.0% | 3,928 | $280K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +28.1% | 4,022 | $279K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.5% | 4,017 | $279K |
| Stonebrook Private Inc. | 0.06% | Add +0.1% | 4,015 | $279K |
| Capital Square, LLC | 0.14% | Add +0.1% | 4,012 | $279K |
| Integrity Financial Corp | 0.14% | Reduce -14.4% | 3,984 | $277K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -65.3% | 3,878 | $276K |
| Visionary Horizons, LLC | 0.14% | Add +2.3% | 3,950 | $274K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 3,941 | $274K |
| Cedar Wealth Management, LLC | 0.08% | No change | 3,934 | $273K |
| GDS Wealth Management | 0.02% | Add +1.3% | 3,925 | $272K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,908 | $271K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 3,899 | $271K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $269K |
| United Advisor Group, LLC | 0.03% | Reduce -10.1% | 3,868 | $269K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.7% | 3,858 | $268K |
| Two West Capital Advisors LLC | 0.15% | Reduce -48.5% | 3,817 | $265K |
| Ascent Group, LLC | 0.01% | Reduce -1.2% | 3,800 | $264K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | New | 3,788 | $263K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.4% | 3,785 | $263K |
| True Wealth Design, LLC | 0.08% | New | 3,785 | $263K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -1.8% | 3,784 | $263K |
| J. R. Prunier Capital Management LLC | 0.11% | — | 3,770 | $262K |
| Bogart Wealth, LLC | 0.01% | Add +88.0% | 3,762 | $261K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.7% | 3,749 | $260K |
| Westside Investment Management, Inc. | 0.04% | Add +0.1% | 3,743 | $260K |
| Nalls Sherbakoff Group, LLC | 0.19% | Reduce -0.2% | 3,742 | $260K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +9.4% | 3,742 | $260K |
| 49 Wealth Management, LLC | 0.02% | New | 3,737 | $259K |
| First National Bank of Omaha | 0.01% | New | 3,733 | $259K |
| KFA Private Wealth Group, LLC | 0.06% | New | 3,729 | $259K |
| Certuity, LLC | 0.02% | Add +13.6% | 3,680 | $255K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,650 | $253K |
| M3 Advisory Group, LLC | 0.15% | No change | 3,631 | $252K |
| Point Windward Advisors Inc. | 0.12% | New | 3,630 | $252K |
| MTM Investment Management, LLC | 0.08% | No change | 3,629 | $252K |
| Apeiron RIA LLC | 0.05% | Reduce -69.2% | 3,473 | $251K |
| Sapient Capital LLC | 0.00% | Add +0.6% | 3,591 | $251K |
| Drucker Wealth 3.0, LLC | 0.04% | Reduce -7.7% | 3,616 | $251K |
| Brogan Financial, Inc. | 0.11% | Add +0.6% | 3,613 | $251K |
| Huntleigh Advisors, Inc. | 0.04% | Add +4.3% | 3,610 | $251K |
| Berkshire Asset Management LLC | 0.01% | Reduce -15.3% | 3,599 | $250K |
| Randolph Co Inc | 0.02% | Add +10.0% | 3,595 | $250K |
| Security Financial Services, INC. | 0.04% | No change | 3,561 | $247K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +32.1% | 3,558 | $247K |
| Planning Directions Inc. | 0.12% | Add +0.5% | 3,551 | $247K |
| Fisher Asset Management | 0.00% | New | 3,520 | $244K |
| Goldstein Advisors, LLC | 0.03% | New | 3,514 | $244K |
| Heritage Wealth Management, Inc./Texas | 0.11% | No change | 3,501 | $243K |
| AMG National Trust Bank | 0.01% | Reduce -1.5% | 3,486 | $242K |
| Oarsman Capital, Inc. | 0.03% | Reduce -7.7% | 3,477 | $241K |
| Advisor OS, LLC | 0.02% | Reduce -12.1% | 3,473 | $241K |
| Balefire, LLC | 0.05% | Reduce -6.8% | 3,463 | $240K |
| Guardian Asset Advisors, LLC | 0.12% | Add +0.6% | 3,455 | $240K |
| Mattern Capital Management, LLC | 0.03% | Reduce -6.4% | 3,439 | $239K |
| Wrenne Financial Planning LLC | 0.10% | Add +2.1% | 3,411 | $237K |
| Moody National Bank Trust Division | 0.02% | No change | 3,404 | $236K |
| Pandora Wealth, Inc. | 0.14% | No change | 3,400 | $236K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -8.0% | 3,377 | $234K |
| Wetzel Investment Advisors, Inc. | 0.09% | New | 3,365 | $234K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,351 | $233K |
| TFR Capital, LLC. | 0.08% | Reduce -0.5% | 3,334 | $231K |
| Legacy Financial Group LLC | 0.03% | No change | 3,161 | $231K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -29.6% | 3,304 | $230K |
| Family Capital Management, Inc. | 0.10% | No change | 3,307 | $230K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,300 | $229K |
| Leuthold Group, LLC | 0.02% | No change | 3,295 | $229K |
| North Star Investment Management Corp. | 0.01% | No change | 3,291 | $228K |
| Pathfinder Wealth Consulting, Inc. | 0.14% | — | 3,281 | $228K |
| Pennsylvania Capital Management Inc. | 0.06% | No change | 3,269 | $227K |
| L & S Advisors Inc | 0.02% | Add +1.6% | 3,258 | $226K |
| Traphagen Investment Advisors LLC | 0.02% | New | 3,256 | $226K |
| Aaron Wealth Advisors LLC | 0.01% | No change | 3,224 | $224K |
| Sharp Wealth Advisory, LLC | 0.11% | No change | 3,222 | $224K |
| Hohimer Wealth Management, LLC | 0.03% | No change | 3,220 | $224K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 3,220 | $224K |
| NWF Advisory Services Inc. | 0.02% | Reduce -1.5% | 3,215 | $223K |
| Polaris Investment Advisors, LLC | 0.16% | — | 3,211 | $223K |
| Costello Asset Management, INC | 0.07% | Add +663.3% | 3,206 | $223K |
| Wealth Architects, LLC | 0.02% | No change | 3,206 | $223K |
| Landmark Wealth Management, LLC | 0.08% | Add +0.6% | 3,191 | $222K |
| Second Line Capital, LLC | 0.05% | Add +3.9% | 3,169 | $220K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +3.1% | 3,153 | $219K |
| Elevated Financial Group LLC | 0.08% | — | 3,132 | $217K |
| Mission Hills Financial Advisory, LLC | 0.11% | New | 3,129 | $217K |
| Argent Trust Co | 0.01% | No change | 3,106 | $216K |
| Owen LaRue, LLC | 0.08% | Add +0.1% | 3,090 | $215K |
| Planning Project LLC | 0.05% | — | 3,079 | $214K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -11.4% | 3,073 | $213K |
| Zacks Investment Management | 0.00% | New | 3,072 | $213K |
| One Capital Management, LLC | 0.01% | No change | 3,062 | $213K |
| FWL Investment Management, LLC | 0.05% | Reduce -4.3% | 3,058 | $212K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,052 | $212K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,050 | $212K |
| Forum Financial Management, LP | 0.00% | No change | 3,047 | $212K |
| Prosperity Financial Group, Inc. | 0.08% | New | 3,041 | $211K |
| Bannerstone Capital Management, LLC | 0.20% | — | 3,013 | $209K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,000 | $208K |
| Welch & Forbes LLC | 0.00% | No change | 2,998 | $208K |
| Kirkwood Financial Services | 0.07% | Add +0.6% | 2,994 | $208K |
| Acute Investment Advisory, LLC | 2.01% | Reduce -13.5% | 2,983 | $207K |
| BNC Wealth Management, LLC | 0.05% | No change | 2,951 | $205K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.8% | 2,936 | $204K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.4% | 2,930 | $203K |
| Arsenal Capital Advisors LLC | 0.14% | — | 2,883 | $200K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,733 | $190K |
| Valued Wealth Advisors LLC | 0.08% | No change | 2,729 | $189K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.5% | 2,608 | $181K |
| Barrett & Company, Inc. | 0.06% | No change | 2,600 | $180K |
| Stone House Investment Management, LLC | 0.03% | Add +9.7% | 2,566 | $178K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,449 | $170K |
| Lanark Financial, Inc. | 0.01% | Add +11.5% | 2,427 | $168K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +57.7% | 2,409 | $167K |
| MCF Advisors LLC | 0.01% | Add +39.9% | 2,404 | $167K |
| Portfolio Resources Advisor Group, Inc. | 0.16% | — | 2,365 | $164K |
| Deutsche Bank AG | 0.00% | Reduce -41.7% | 2,317 | $161K |
| NorthAvenue LLC | 0.13% | — | 2,298 | $160K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $159K |
| First Horizon Corp. | 0.01% | No change | 2,283 | $158K |
| Rowlandmiller & Partners.adv | 0.03% | Reduce -5.0% | 2,105 | $146K |
| CrossGen Wealth, LLC | 0.13% | — | 2,097 | $146K |
| Bokf, NA | 0.00% | Reduce -37.4% | 2,049 | $142K |
| Archer Investment Corp | 0.03% | Reduce -0.3% | 2,035 | $141K |
| Ameriflex Group, Inc. | 0.07% | Reduce -38.4% | 2,019 | $140K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.7% | 1,984 | $138K |
| Trust Co | 0.01% | New | 1,983 | $138K |
| WPG Advisers, LLC | 0.10% | No change | 1,947 | $135K |
| eCIO, Inc. | 0.06% | New | 1,807 | $125K |
| American Capital Advisory, LLC | 0.05% | Add +0.3% | 1,794 | $125K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 1,790 | $124K |
| Caitlin John, LLC | 0.08% | Reduce -13.6% | 1,785 | $124K |
| Glassman Wealth Services | 0.02% | No change | 1,769 | $123K |
| Fourth Dimension Wealth, LLC | 0.04% | Add +41.7% | 1,700 | $118K |
| Signature Equity Partners, LLC | 0.07% | — | 1,698 | $118K |
| EPG Wealth Management LLC | 0.03% | Add +0.1% | 1,686 | $117K |
| Harbor Asset Planning, Inc. | 0.10% | Add +0.7% | 1,669 | $116K |
| Hoey Investments, Inc. | 0.02% | No change | 1,653 | $115K |
| Eq Wealth Advisors, LLC | 0.07% | New | 1,625 | $113K |
| Duncker Streett & Co. Inc. | 0.02% | Reduce -63.4% | 1,606 | $111K |
| Redwood Park Advisors LLC | 0.08% | No change | 1,603 | $111K |
| Adkins Seale Capital Management LLC | 0.11% | — | 1,593 | $111K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -1.7% | 1,583 | $110K |
| Obsidian Cio, LLC | 0.16% | New | 1,534 | $106K |
| Gleason Group, Inc. | 0.01% | Reduce -1.9% | 1,488 | $103K |
| Quent Capital, LLC | 0.01% | Add +41.4% | 1,454 | $101K |
| Noble Wealth Management PBC | 0.05% | No change | 1,450 | $101K |
| Hollencrest Capital Management | 0.00% | Add +0.4% | 1,447 | $100K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,443 | $100K |
| West Branch Capital LLC | 0.02% | Reduce -49.7% | 1,369 | $95K |
| Optima Capital LLC | 0.04% | New | 1,366 | $95K |
| Versant Capital Management, Inc | 0.01% | Add +0.7% | 1,290 | $90K |
| MPWM Advisory Solutions, LLC | 0.05% | Add +0.7% | 1,231 | $85K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,217 | $84K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.5% | 1,208 | $84K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,190 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.9% | 1,148 | $80K |
| Bayban | 0.07% | — | 1,146 | $80K |
| Sound Income Strategies, LLC | 0.00% | Add +2161.2% | 1,108 | $79K |
| Imprint Wealth LLC | 0.36% | Reduce -59.2% | 1,118 | $78K |
| West Financial Advisors, LLC | 0.01% | No change | 1,098 | $76K |
| CDKV Holdings LLC | 0.06% | — | 1,083 | $75K |
| Basecamp Wealth Advisors LLC | 0.02% | — | 1,080 | $75K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 1,006 | $70K |
| Dorato Capital Management | 0.05% | — | 978 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +12.8% | 1,003 | $70K |
| Whittier Trust Co. | 0.00% | Add +0.4% | 984 | $70K |
| Lazard Asset Management LLC | 0.00% | No change | 1,000 | $69K |
| Copia Wealth Management | 0.05% | No change | 978 | $68K |
| Lodestone Wealth Management LLC | 0.03% | New | 977 | $68K |
| Bfsg, LLC | 0.01% | No change | 974 | $68K |
| Bulwark Capital Corp | 0.05% | No change | 948 | $66K |
| Hilltop National Bank | 0.02% | No change | 904 | $63K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 896 | $62K |
| Heritage Wealth Advisors | 0.00% | Reduce -19.5% | 889 | $62K |
| Community Bank, N.A. | 0.01% | No change | 886 | $62K |
| Dunhill Financial, LLC | 0.02% | Add +47.5% | 885 | $61K |
| Hilton Head Capital Partners, LLC | 0.04% | — | 882 | $61K |
| High Point Wealth Management, LLC | 0.06% | — | 872 | $61K |
| Newton One Investments LLC | 0.02% | No change | 862 | $60K |
| Red Reef Advisors LLC | 0.06% | — | 862 | $60K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 850 | $59K |
| Elevate Wealth Advisory, Inc. | 0.04% | Reduce -0.1% | 820 | $57K |
| Clearstead Trust, LLC | 0.01% | No change | 816 | $57K |
| Clarity Asset Management, Inc. | 0.03% | New | 814 | $57K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +47.6% | 812 | $56K |
| BankChampaign, National Association | 0.05% | — | 4,396 | $56K |
| Tripletail Wealth Management, LLC | 0.07% | No change | 800 | $56K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.6% | 789 | $55K |
| Family Manage LLC | 0.01% | No change | 771 | $54K |
| Wealth Watch Advisors, INC | 0.02% | Reduce -0.4% | 768 | $53K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $52K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $52K |
| Access Investment Management LLC | 0.01% | No change | 760 | $52K |
| Clark Wealth Partners | 0.03% | No change | 741 | $51K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.4% | 679 | $47K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 678 | $47K |
| Tompkins Financial Corp. | 0.00% | No change | 668 | $46K |
| Bellevue Asset Management, LLC | 0.01% | No change | 652 | $45K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 597 | $41K |
| Atomic Invest LLC | 0.02% | — | 580 | $41K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 564 | $39K |
| Operose Advisors LLC | 0.01% | No change | 563 | $39K |
| Strive Financial Group ,LLC | 0.02% | — | 550 | $38K |
| Kingdom Financial Group LLC. | 0.01% | New | 531 | $37K |
| Group One Trading LLC | 0.00% | Add +24.5% | 508 | $35K |
| Independence Bank of Kentucky | 0.00% | Add +80.7% | 506 | $35K |
| Horrell Capital Management, Inc. | 0.02% | No change | 500 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 496 | $34K |
| Kilter Group LLC | 0.01% | Add +23500.0% | 472 | $33K |
| Nova Wealth Management, Inc. | 0.02% | No change | 465 | $32K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 449 | $31K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 440 | $31K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | No change | 422 | $29K |
| Realta Investment Advisors | 0.01% | Add +33.7% | 405 | $28K |
| Bullock Wealth Management Group | 0.01% | — | 402 | $28K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $28K |
| Tucker Asset Management LLC | 0.01% | No change | 398 | $28K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 385 | $27K |
| Ankerstar Wealth, LLC | 0.03% | — | 380 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 379 | $26K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 374 | $26K |
| Arlington Trust Co LLC | 0.00% | Reduce -89.2% | 370 | $26K |
| Rossby Financial, LCC | 0.01% | No change | 367 | $25K |
| Greenline Wealth Management LLC | 0.03% | — | 360 | $25K |
| Abound Wealth Management | 0.01% | Add +46.3% | 357 | $25K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $22K |
| Keystone Financial Group, Inc. | 0.01% | No change | 305 | $21K |
| Avion Wealth | 0.00% | No change | 309 | $21K |
| Bessemer Group Inc. | 0.00% | New | 303 | $21K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -44.4% | 295 | $20K |
| Turning Point Benefit Group, Inc. | 0.01% | Add +838.7% | 291 | $20K |
| Global Wealth Strategies & Associates | 0.01% | Add +2.5% | 288 | $20K |
| Boreal Capital Management LLC | 0.02% | No change | 282 | $20K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -24.8% | 267 | $19K |
| Scarborough Advisors, LLC | 0.00% | Reduce -27.5% | 261 | $18K |
| DecisionPoint Financial, LLC | 0.00% | New | 258 | $18K |
| Pflug Koory, LLC | 0.01% | No change | 256 | $18K |
| Miller Capital Partners, Inc. | 0.01% | — | 252 | $17K |
| Whipplewood Advisors, LLC | 0.01% | No change | 249 | $17K |
| Front Row Advisors LLC | 0.01% | No change | 238 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | Reduce -6.0% | 237 | $16K |
| Tower View Wealth Management LLC | 0.01% | New | 220 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.5% | 208 | $14K |
| Triumph Capital Management | 0.00% | New | 202 | $14K |
| Networth Advisors, LLC | 0.01% | — | 200 | $14K |
| Y.D. More Investments Ltd | 0.00% | New | 200 | $14K |
| First Community Trust NA | 0.01% | No change | 197 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 192 | $13K |
| Ransom Advisory, Ltd | 0.01% | New | 189 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 185 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 180 | $12K |
| Sittner & Nelson, LLC | 0.00% | No change | 167 | $12K |
| Sankala Group LLC | 0.01% | — | 163 | $12K |
| Tsfg, LLC | 0.00% | Reduce -46.8% | 173 | $12K |
| Caldwell Trust Co | 0.00% | No change | 166 | $12K |
| Pacifica Partners Inc. | 0.01% | No change | 160 | $11K |
| Providence Capital Advisors, LLC | 0.00% | No change | 154 | $11K |
| Johnson Financial Group, Inc. | 0.00% | No change | 154 | $11K |
| Creative Capital Management Investments LLC | 0.00% | No change | 148 | $10K |
| Truvestments Capital LLC | 0.00% | Reduce -73.4% | 145 | $10K |
| Robinswood Financial LLC | 0.00% | Add +0.7% | 136 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 125 | $9K |
| Inlight Wealth Management, LLC | 0.00% | New | 113 | $8K |
| Evolution Wealth Management Inc. | 0.01% | New | 109 | $8K |
| Timmons Wealth Management, LLC | 0.01% | — | 106 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +1.0% | 105 | $7K |
| Elyxium Wealth, LLC | 0.00% | New | 99 | $7K |
| BankPlus Trust Department | 0.00% | No change | 94 | $7K |
| United Financial Planning Group LLC | 0.00% | Reduce -68.1% | 90 | $6K |
| Simplex Trading, LLC | 0.00% | New | 90 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 83 | $6K |
| Advocate Investing Services LLC | 0.00% | — | 75 | $5K |
| Nemes Rush Group LLC | 0.00% | No change | 73 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -31.3% | 68 | $5K |
| LM Advisors LLC | 0.02% | Reduce -93.1% | 325 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 61 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 60 | $4K |
| Kelleher Financial Advisors | 0.00% | No change | 55 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 53 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 51 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -38.3% | 50 | $3K |
| Meramec Financial Planners, LLC | 0.00% | — | 46 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -2.1% | 47 | $3K |
| Center for Financial Planning, Inc. | 0.00% | New | 41 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 39 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -21.3% | 37 | $3K |
| Hurley Capital, LLC | 0.00% | New | 27 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 27 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 23 | $2K |
| Eukles Asset Management | 0.00% | No change | 22 | $2K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Monetary Solutions, Ltd | 0.00% | — | 17 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 16 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $1K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 11 | $769 |
| Your Advocates Ltd., LLP | 0.00% | New | 10 | $694 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 9 | $601 |
| 2UniFi Bank | 0.00% | No change | 8 | $555 |
| POM Investment Strategies, LLC | 0.00% | New | 5 | $347 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 1 | $69 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 8 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.